Strategic Family Wealth Counselors’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 | $366K | Hold |
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|
2025
Q2 | $342K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $239K | Buy |
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|
2018
Q4 | $216K | Buy |
|