TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $732K | Sell |
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|
2023
Q3 | $926K | Hold |
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|
2023
Q2 | $974K | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.67M | Buy |
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|
2022
Q1 | $3.75M | Buy |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $812K | Buy |
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|
2021
Q2 | $746K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $100K | Sell |
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|
2020
Q3 | $102K | Sell |
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|
2020
Q2 | $5.15M | Sell |
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|
2020
Q1 | $5.19M | Sell |
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|
2019
Q4 | $17.1M | Buy |
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