Triangle Securities 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 | $544K | Hold |
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|
2025
Q2 | $508K | Hold |
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|
2025
Q1 | $514K | Hold |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $461K | Hold |
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|
2023
Q1 | $477K | Hold |
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|
2022
Q4 | $491K | Hold |
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|
2022
Q3 | $436K | Hold |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $489K | Hold |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $437K | Hold |
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|
2020
Q2 | $433K | Sell |
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|
2020
Q1 | $400K | Hold |
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|
2019
Q4 | $574K | Hold |
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|
2019
Q3 | $554K | Hold |
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|
2019
Q2 | $546K | Hold |
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|
2019
Q1 | $534K | Hold |
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|
2018
Q4 | $485K | Hold |
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|
2018
Q3 | $542K | Hold |
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|
2018
Q2 | $531K | Hold |
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|
2018
Q1 | $517K | Sell |
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|
2017
Q4 | $549K | Sell |
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|
2017
Q3 | $540K | Sell |
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|
2017
Q2 | $542K | Hold |
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|
2017
Q1 | $536K | Sell |
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|
2016
Q4 | $534K | Hold |
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|
2016
Q3 | $517K | Sell |
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|
2016
Q2 | $527K | Hold |
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|
2016
Q1 | $505K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $450K | Sell |
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|
2015
Q2 | $491K | Sell |
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|
2015
Q1 | $593K | Sell |
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|
2014
Q4 | $706K | Sell |
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|
2014
Q3 | $766K | Sell |
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|
2014
Q2 | $1.14M | Sell |
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|
2014
Q1 | $1.29M | Buy |
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|
2013
Q4 | $1.15M | Sell |
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|
2013
Q3 | $1.12M | Sell |
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|
2013
Q2 | $1.19M | Buy |
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