Wealth Dimensions Group’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 | $904K | Sell |
|
|||||
|
2025
Q2 | $850K | Buy |
|
|||||
|
2025
Q1 | $858K | Sell |
|
|||||
|
2024
Q4 | $843K | Sell |
|
|||||
|
2024
Q3 | $888K | Buy |
|
|||||
|
2024
Q2 | $693K | Buy |
|
|||||
|
2024
Q1 | $686K | Hold |
|
|||||
|
2023
Q4 | $653K | Sell |
|
|||||
|
2023
Q3 | $607K | Sell |
|
|||||
|
2023
Q2 | $660K | Sell |
|
|||||
|
2023
Q1 | $692K | Sell |
|
|||||
|
2022
Q4 | $731K | Buy |
|
|||||
|
2022
Q3 | $649K | Sell |
|
|||||
|
2022
Q2 | $740K | Sell |
|
|||||
|
2022
Q1 | $868K | Sell |
|
|||||
|
2021
Q4 | $835K | Sell |
|
|||||
|
2021
Q3 | $783K | Buy |
|
|||||
|
2021
Q2 | $795K | Buy |
|
|||||
|
2021
Q1 | $685K | Sell |
|
|||||
|
2020
Q4 | $601K | Buy |
|