SkyOak Wealth’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
Q2 | $580K | Hold |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $592K | Hold |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $487K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $473K | Hold |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $216K | Sell |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $480K | Buy |
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