Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $787K | Hold |
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|
2023
Q4 | $749K | Sell |
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|
2023
Q3 | $786K | Sell |
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|
2023
Q2 | $883K | Sell |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $783K | Buy |
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|
2021
Q4 | $712K | Hold |
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|
2021
Q3 | $666K | Sell |
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|
2021
Q2 | $736K | Sell |
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|
2021
Q1 | $721K | Buy |
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|
2020
Q4 | $509K | Sell |
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|
2020
Q3 | $452K | Sell |
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|
2020
Q2 | $499K | Sell |
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|
2020
Q1 | $510K | Buy |
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|
2019
Q4 | $434K | Sell |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $409K | Buy |
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|
2019
Q1 | $403K | Buy |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $413K | Buy |
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|
2018
Q2 | $405K | Sell |
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|
2018
Q1 | $395K | Sell |
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|
2017
Q4 | $480K | Sell |
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|
2017
Q3 | $482K | Buy |
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|
2017
Q2 | $440K | Buy |
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|
2017
Q1 | $434K | Buy |
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|
2016
Q4 | $409K | Buy |
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|
2016
Q3 | $376K | Buy |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | $341K | Buy |
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|
2015
Q4 | $258K | Sell |
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|
2015
Q3 | $274K | Buy |
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|
2015
Q2 | $280K | Buy |
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|
2015
Q1 | $290K | Buy |
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|
2014
Q4 | $249K | Buy |
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|
2014
Q3 | $208K | Buy |
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|
2014
Q2 | $217K | Buy |
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|
2014
Q1 | $206K | Sell |
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|
2013
Q4 | $220K | Buy |
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|
2013
Q3 | $204K | Buy |
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