Wellspring Financial 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 | $1.03M | Buy |
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|
2025
Q2 | $906K | Sell |
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|
2025
Q1 | $992K | Hold |
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|
2024
Q4 | $969K | Buy |
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|
2024
Q3 | $997K | Sell |
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|
2024
Q2 | $894K | Hold |
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|
2024
Q1 | $910K | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $986K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.92M | Buy |
|