Western Wealth Management’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 | $3.26M | Sell |
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|
2025
Q2 | $3.12M | Sell |
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|
2025
Q1 | $3.53M | Sell |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.8M | Sell |
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|
2022
Q3 | $4.96M | Sell |
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|
2022
Q2 | $5.45M | Buy |
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|
2022
Q1 | $5.78M | Buy |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q2 | $2.72M | Buy |
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|
2021
Q1 | $2.62M | Sell |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $4.36M | Sell |
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|
2019
Q4 | $7.29M | Buy |
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|
2019
Q3 | $6.75M | Buy |
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|
2019
Q2 | $6.12M | Sell |
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|
2019
Q1 | $6.04M | Buy |
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|
2018
Q4 | $5.32M | Buy |
|