BWA
Blodgett Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
10,165
-400
| -4% | -$53.1K | 1.06% | 20 |
|
|
2025
Q1 | $1.42M | Hold |
10,565
| – | – | 1.21% | 17 |
|
|
2024
Q4 | $1.39M | Hold |
10,565
| – | – | 1.09% | 18 |
|
|
2024
Q3 | $1.43M | Hold |
10,565
| – | – | 1.2% | 17 |
|
|
2024
Q2 | $1.28M | Hold |
10,565
| – | – | 1.08% | 18 |
|
|
2024
Q1 | $1.3M | Sell |
10,565
-600
| -5% | -$73.9K | 1.17% | 17 |
|
|
2023
Q4 | $1.31M | Sell |
11,165
-1,500
| -12% | -$176K | 1.34% | 17 |
|
|
2023
Q3 | $1.36M | Buy |
12,665
+207
| +2% | +$22.3K | 1.5% | 15 |
|
|
2023
Q2 | $1.41M | Sell |
12,458
-113
| -0.9% | -$12.8K | 1.46% | 18 |
|
|
2023
Q1 | $1.47M | Hold |
12,571
| – | – | 1.7% | 15 |
|
|
2022
Q4 | $1.52M | Buy |
12,571
+1,283
| +11% | +$155K | 1.84% | 15 |
|
|
2022
Q3 | $1.21M | Buy |
11,288
+3,320
| +42% | +$356K | 1.45% | 19 |
|
|
2022
Q2 | $938K | Buy |
7,968
+570
| +8% | +$67.1K | 1.03% | 25 |
|
|
2022
Q1 | $948K | Buy |
7,398
+1,910
| +35% | +$245K | 0.79% | 32 |
|
|
2021
Q4 | $673K | Buy |
+5,488
| New | +$673K | 0.52% | 42 |
|