Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $202K | Buy |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $135K | Hold |
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $118K | Hold |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $135K | Hold |
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|
2021
Q3 | $126K | Hold |
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|
2021
Q2 | $128K | Hold |
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|
2021
Q1 | $125K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $149K | Buy |
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|
2019
Q3 | $112K | Sell |
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|
2019
Q2 | $189K | Hold |
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|
2019
Q1 | $186K | Buy |
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|
2018
Q4 | $143K | Hold |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | $78K | Hold |
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|
2018
Q1 | $76K | Sell |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $77K | Hold |
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|
2017
Q2 | $76K | Hold |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $73K | Hold |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $65K | Hold |
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|
2015
Q4 | $60K | Hold |
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|
2015
Q3 | $58K | Hold |
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|
2015
Q2 | $60K | Buy |
|