Strategic Wealth Partners’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 | $464K | Hold |
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|
2025
Q2 | $433K | Buy |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $561K | Hold |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $515K | Hold |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $517K | Hold |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $559K | Sell |
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|
2021
Q2 | $569K | Sell |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $559K | Sell |
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|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $505K | Sell |
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|
2020
Q1 | $910K | Hold |
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|
2019
Q4 | $910K | Sell |
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|
2019
Q3 | $892 | Sell |
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|
2019
Q2 | $903K | Sell |
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|
2019
Q1 | $965K | Sell |
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|
2018
Q4 | $956K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.02M | Buy |
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