Sowell Financial Services’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 | $2.39M | Sell |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.65M | Buy |
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|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $4.56M | Buy |
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|
2023
Q2 | $3.29M | Buy |
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|
2023
Q1 | $2.93M | Sell |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $113M | Buy |
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|
2021
Q4 | $1.98M | Sell |
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|
2021
Q3 | $1.92M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $2.48M | Sell |
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|
2020
Q3 | $2.2M | Buy |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $2.96M | Sell |
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|
2019
Q3 | $2.9M | Buy |
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|
2019
Q1 | $2.3M | Buy |
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|
2018
Q4 | $1.99M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.14M | Sell |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $2.96M | Buy |
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|
2017
Q3 | $2.7M | Sell |
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|
2017
Q2 | $3.04M | Buy |
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|
2017
Q1 | $1.66M | Sell |
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|
2016
Q4 | $1.99M | Buy |
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