True Link Financial 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
2026
Q1
$107K Buy
2023
Q4
Sell
2023
Q3
$239K Hold
2023
Q2
$252K Sell
2023
Q1
$270K Hold
2022
Q4
$278K Hold
2022
Q3
$247K Hold
2022
Q2
$271K Buy
2021
Q4
Sell
2021
Q3
$1K Hold
2021
Q2
$1K Buy