Summit 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 | $2.27M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $2.77M | Buy |
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