SlateStone 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
Q3 | $426K | Sell |
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|
2025
Q2 | $426K | Buy |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $344K | Buy |
|