Strait & Sound Wealth Management’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 | $945K | Hold |
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|
2025
Q2 | $883K | Sell |
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|
2025
Q1 | $895K | Hold |
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|
2024
Q4 | $875K | Sell |
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|
2024
Q3 | $940K | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $970K | Buy |
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|
2023
Q2 | $976K | Buy |
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|
2023
Q1 | $869K | Buy |
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|
2022
Q4 | $896K | Buy |
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