Valley Wealth Managers’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 | – | Sell |
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|
2025
Q2 | $27.1K | Sell |
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|
2025
Q1 | $54.7K | Hold |
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|
2024
Q4 | $53.4K | Hold |
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|
2024
Q3 | $55K | Sell |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $137K | Hold |
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|
2023
Q3 | $126K | Hold |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $138K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $225K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.07M | Buy |
|