Trifecta Capital Advisors’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 | $2.25M | Buy |
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|
2025
Q1 | $1.91M | Hold |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $1.94M | Hold |
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|
2024
Q2 | $1.74M | Hold |
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|
2024
Q1 | $1.77M | Hold |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $660K | Hold |
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|
2023
Q2 | $695K | Hold |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $788K | Buy |
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