Simplicity Solutions’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
2023
Q4
$2.7M Sell
2023
Q3
$2.61M Sell
2023
Q2
$3.12M Sell
2023
Q1
$4.36M Buy
2021
Q1
Sell
2020
Q4
$365K Sell
2020
Q3
$438K Buy
2020
Q2
Sell
2020
Q1
$3.62M Buy
2019
Q4
$3.97M Buy
2019
Q3
$3.5M Sell
2019
Q2
$3.96M Sell
2019
Q1
$5.02M Buy
2018
Q4
$3.24M Buy
2018
Q3
$1.41M Buy
2018
Q2
$668K Buy
2018
Q1
$463K Sell
2017
Q4
$967K Buy
2017
Q3
$393K Buy
2016
Q1
Sell
2015
Q4
$1.15M Buy