Tompkins Financial’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 | $1.42M | Hold |
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|
2025
Q2 | $1.32M | Hold |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.47M | Hold |
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|
2024
Q2 | $1.32M | Hold |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.25M | Hold |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.33M | Hold |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q1 | $1.14M | Hold |
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|
2020
Q4 | $962K | Hold |
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|
2020
Q3 | $815K | Hold |
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|
2020
Q2 | $807K | Hold |
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|
2020
Q1 | $735K | Hold |
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|
2019
Q4 | $1.06M | Hold |
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|
2019
Q3 | $1.02M | Hold |
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|
2019
Q2 | $996K | Hold |
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|
2019
Q1 | $982K | Hold |
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|
2018
Q4 | $893K | Hold |
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|
2018
Q3 | $998K | Hold |
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|
2018
Q2 | $977K | Hold |
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|
2018
Q1 | $951K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Buy |
|