Shulman DeMeo Asset 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 | $4.3M | Sell |
|
|||||
|
2025
Q2 | $4.03M | Sell |
|
|||||
|
2025
Q1 | $4.08M | Sell |
|
|||||
|
2024
Q4 | $4.01M | Sell |
|
|||||
|
2024
Q3 | $4.33M | Sell |
|
|||||
|
2024
Q2 | $3.88M | Sell |
|
|||||
|
2024
Q1 | $4M | Sell |
|
|||||
|
2023
Q4 | $3.87M | Sell |
|
|||||
|
2023
Q3 | $3.57M | Sell |
|
|||||
|
2023
Q2 | $3.78M | Sell |
|
|||||
|
2023
Q1 | $3.96M | Sell |
|
|||||
|
2022
Q4 | $4.34M | Sell |
|
|||||
|
2022
Q3 | $3.87M | Sell |
|
|||||
|
2022
Q2 | $4.29M | Sell |
|
|||||
|
2022
Q1 | $4.79M | Sell |
|
|||||
|
2021
Q4 | $4.9M | Buy |
|
|||||
|
2021
Q3 | $4.54M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $4.54M | Sell |
|
|||||
|
2020
Q4 | $3.92M | Sell |
|
|||||
|
2020
Q3 | $3.43M | Buy |
|
|||||
|
2020
Q2 | $3.37M | Sell |
|
|||||
|
2020
Q1 | $3.12M | Sell |
|
|||||
|
2019
Q4 | $4.64M | Buy |
|
|||||
|
2019
Q3 | $4.45M | Sell |
|
|||||
|
2019
Q2 | $4.46M | Sell |
|
|||||
|
2019
Q1 | $4.42M | Buy |
|