Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.52K | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.52M | Buy |
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