Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $436K | Sell |
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|
2025
Q2 | $449K | Sell |
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|
2025
Q1 | $475K | Hold |
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|
2024
Q4 | $475K | Sell |
|
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|
2024
Q3 | $490K | Sell |
|
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $514K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $69K | Buy |
|