WealthOne’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
2023
Q2
Sell
2023
Q1
$226K Sell
2022
Q4
$236K Buy
2022
Q3
$205K Sell
2022
Q2
$237K Sell
2022
Q1
$260K Buy
2021
Q4
$232K Buy
2020
Q4
Sell
2020
Q3
$504K Buy
2020
Q2
$497K Buy
2020
Q1
$366K Sell
2019
Q4
$576K Sell
2019
Q3
$1.63M Buy
2019
Q2
$1.46M Buy
2019
Q1
$1.44M Sell
2018
Q4
$1.29M Buy