Seneca Financial Advisors’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 | $224K | Buy |
|
|||||
|
2025
Q2 | $208K | Buy |
|
|||||
|
2025
Q1 | $209K | Buy |
|
|||||
|
2024
Q4 | $203K | Buy |
|
|||||
|
2024
Q3 | $208K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $217K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $207K | Sell |
|
|||||
|
2023
Q1 | $268K | Buy |
|
|||||
|
2022
Q4 | $274K | Buy |
|
|||||
|
2022
Q3 | $240K | Hold |
|
|||||
|
2022
Q2 | $264K | Buy |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2021
Q4 | $273K | Buy |
|