Sterling Financial Planning’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 | $273K | Hold |
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|
2025
Q2 | $255K | Sell |
|
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|
2025
Q1 | $260K | Hold |
|
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|
2024
Q4 | $254K | Sell |
|
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|
2024
Q3 | $272K | Sell |
|
|||||
|
2024
Q2 | $262K | Hold |
|
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|
2024
Q1 | $267K | Hold |
|
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|
2023
Q4 | $254K | Buy |
|
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|
2023
Q3 | $232K | Hold |
|
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|
2023
Q2 | $244K | Buy |
|
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|
2023
Q1 | $252K | Buy |
|
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|
2022
Q4 | $258K | Sell |
|
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|
2022
Q3 | $233K | Hold |
|
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|
2022
Q2 | $256K | Sell |
|
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|
2022
Q1 | $285K | Buy |
|
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|
2021
Q4 | $272K | Buy |
|
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|
2021
Q3 | $251K | Hold |
|
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|
2021
Q2 | $255K | Buy |
|
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|
2021
Q1 | $246K | Hold |
|
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|
2020
Q4 | $207K | Buy |
|