White Lighthouse 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 | $9.63M | Buy |
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|
2025
Q2 | $8.89M | Buy |
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|
2025
Q1 | $8.59M | Sell |
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|
2024
Q4 | $8.72M | Sell |
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|
2024
Q3 | $9.3M | Buy |
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|
2024
Q2 | $8.13M | Sell |
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|
2024
Q1 | $8.53M | Sell |
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|
2023
Q4 | $8.15M | Buy |
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|
2023
Q3 | $7.48M | Sell |
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|
2023
Q2 | $7.9M | Buy |
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|
2023
Q1 | $7.49M | Sell |
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|
2022
Q4 | $7.85M | Sell |
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|
2022
Q3 | $7.28M | Buy |
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|
2022
Q2 | $7.78M | Sell |
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|
2022
Q1 | $9.06M | Sell |
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|
2021
Q4 | $9.07M | Sell |
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|
2021
Q3 | $8.64M | Sell |
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|
2021
Q2 | $9.15M | Sell |
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|
2021
Q1 | $9.52M | Buy |
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|
2020
Q4 | $7.51M | Buy |
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|
2020
Q3 | $6.3M | Sell |
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|
2020
Q2 | $6.29M | Sell |
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|
2020
Q1 | $6.14M | Sell |
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|
2019
Q4 | $8.83M | Sell |
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|
2019
Q3 | $8.53M | Sell |
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|
2019
Q2 | $8.41M | Buy |
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|
2019
Q1 | $8.07M | Buy |
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|
2018
Q4 | $7.06M | Sell |
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|
2018
Q3 | $8M | Buy |
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|
2018
Q2 | $7.63M | Buy |
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|
2018
Q1 | $7.14M | Sell |
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|
2017
Q4 | $7.41M | Buy |
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