Westside Investment 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 | $42.6K | Hold |
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|
2025
Q2 | $39.8K | Hold |
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|
2025
Q1 | $40.3K | Hold |
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|
2024
Q4 | $39.4K | Hold |
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|
2024
Q3 | $40.5K | Hold |
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|
2024
Q2 | $36.3K | Hold |
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|
2024
Q1 | $37K | Hold |
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|
2023
Q4 | $35.2K | Hold |
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|
2023
Q3 | $32.3K | Hold |
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|
2023
Q2 | $34K | Hold |
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|
2023
Q1 | $35.2K | Hold |
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|
2022
Q4 | $36 | Hold |
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|
2022
Q3 | $32 | Hold |
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|
2022
Q2 | $35 | Hold |
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|
2022
Q1 | $38 | Hold |
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|
2021
Q4 | $36 | Hold |
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|
2021
Q3 | $34 | Hold |
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|
2021
Q2 | $34 | Hold |
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|
2021
Q1 | $34 | Hold |
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|
2020
Q4 | $28 | Hold |
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|
2020
Q3 | $24 | Sell |
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|
2020
Q2 | $89 | Sell |
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|
2020
Q1 | $148 | Buy |
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|
2019
Q2 | $213 | Buy |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $185K | Hold |
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|
2018
Q2 | $181K | Buy |
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|
2018
Q1 | $173K | Buy |
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|
2017
Q4 | $183K | Buy |
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|
2017
Q3 | $173K | Buy |
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|
2017
Q2 | $168K | Buy |
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|
2017
Q1 | $166K | Buy |
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|
2016
Q4 | $138K | Buy |
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