WFA of San Diego’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
Q2 | $420K | Buy |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $245K | Buy |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $523K | Hold |
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|
2022
Q4 | $538K | Hold |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $708K | Buy |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $297K | Buy |
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