Summit Financial Group’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
Q1 | $5.06M | Buy |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $4.43M | Sell |
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|
2023
Q2 | $4.79M | Sell |
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|
2023
Q1 | $5.1M | Sell |
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|
2022
Q4 | $5.3M | Sell |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $5.54M | Buy |
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|
2021
Q4 | $5.1M | Buy |
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|
2021
Q3 | $4.62M | Buy |
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|
2021
Q2 | $4.5M | Buy |
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|
2021
Q1 | $4.08M | Buy |
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|
2020
Q4 | $3.21M | Buy |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $2.4M | Buy |
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|
2020
Q1 | $2.06M | Buy |
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|
2019
Q4 | $2.86M | Sell |
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|
2019
Q3 | $2.77M | Sell |
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|
2019
Q2 | $3.38M | Buy |
|