Sculati Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $994K | Hold |
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|
2025
Q2 | $929K | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.17M | Hold |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $957K | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $954K | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $855K | Hold |
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|
2020
Q3 | $725K | Hold |
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|
2020
Q2 | $718K | Hold |
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|
2020
Q1 | $654K | Sell |
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|
2019
Q4 | $951K | Buy |
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