Wambolt & Associates’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 | $607K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $630K | Sell |
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|
2024
Q3 | $714K | Sell |
|
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|
2024
Q2 | $737K | Sell |
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|
2024
Q1 | $853K | Sell |
|
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.78M | Sell |
|
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $2.09M | Sell |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $2.09M | Sell |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $2.27M | Hold |
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|
2019
Q3 | $2.19M | Sell |
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|
2019
Q2 | $2.17M | Sell |
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|
2019
Q1 | $2.21M | Buy |
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|
2018
Q4 | $1.97M | Buy |
|