Stiles 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 | $405K | Buy |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $3.23M | Sell |
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|
2022
Q3 | $3.17M | Buy |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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