TrueWealth 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
Q3 | $426K | Hold |
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|
2025
Q2 | $398K | Hold |
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|
2025
Q1 | $403K | Hold |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $405K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $323K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $362K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $368K | Hold |
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|
2021
Q4 | $368K | Buy |
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