Southland Equity Partners’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 | $381K | Sell |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $223K | Buy |
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