CWM
C2C Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,850
| Closed | -$248K | – | 83 |
|
|
2025
Q1 | $248K | Sell |
1,850
-300
| -14% | -$40.3K | 0.23% | 75 |
|
|
2024
Q4 | $282K | Sell |
2,150
-300
| -12% | -$39.4K | 0.26% | 70 |
|
|
2024
Q3 | $330K | Sell |
2,450
-50
| -2% | -$6.74K | 0.31% | 63 |
|
|
2024
Q2 | $302K | Hold |
2,500
| – | – | 0.3% | 69 |
|
|
2024
Q1 | $308K | Sell |
2,500
-160
| -6% | -$19.7K | 0.31% | 66 |
|
|
2023
Q4 | $313K | Buy |
2,660
+309
| +13% | +$36.4K | 0.27% | 78 |
|
|
2023
Q3 | $247K | Hold |
2,351
| – | – | 0.04% | 209 |
|
|
2023
Q2 | $270K | Hold |
2,351
| – | – | 0.04% | 210 |
|
|
2023
Q1 | $279K | Hold |
2,351
| – | – | 0.04% | 201 |
|
|
2022
Q4 | $286K | Hold |
2,351
| – | – | 0.05% | 139 |
|
|
2022
Q3 | $267K | Hold |
2,351
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $279K | Buy |
+2,351
| New | +$279K | 0.05% | 148 |
|