Sound View Wealth Advisors Group’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 | $1.34M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $900K | Sell |
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|
2023
Q3 | $903K | Buy |
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|
2023
Q2 | $951K | Buy |
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|
2023
Q1 | $983K | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $744K | Buy |
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|
2022
Q1 | $779K | Sell |
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $623K | Sell |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $513K | Buy |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $3.02M | Sell |
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|
2020
Q2 | $3.77M | Sell |
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|
2020
Q1 | $3.82M | Sell |
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|
2019
Q4 | $5.66M | Sell |
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|
2019
Q3 | $5.91M | Buy |
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|
2019
Q2 | $5.71M | Buy |
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