Carson Wealth (CWM LLC)’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
230
﹤0.01% 4433
2025
Q1
$6K Hold
230
﹤0.01% 4344
2024
Q4
$6K Sell
230
-150
-39% -$3.91K ﹤0.01% 4101
2024
Q3
$11K Hold
380
﹤0.01% 3723
2024
Q2
$10K Hold
380
﹤0.01% 3530
2024
Q1
$10K Sell
380
-535
-58% -$14.1K ﹤0.01% 3317
2023
Q4
$24K Buy
915
+672
+277% +$17.6K ﹤0.01% 2649
2023
Q3
$6K Buy
243
+42
+21% +$1.04K ﹤0.01% 3355
2023
Q2
$5K Hold
201
﹤0.01% 3423
2023
Q1
$5K Hold
201
﹤0.01% 3271
2022
Q4
$5K Hold
201
﹤0.01% 3150
2022
Q3
$5K Sell
201
-7
-3% -$174 ﹤0.01% 3050
2022
Q2
$6K Buy
208
+7
+3% +$202 ﹤0.01% 2864
2022
Q1
$7K Sell
201
-245
-55% -$8.53K ﹤0.01% 2668
2021
Q4
$17K Buy
+446
New +$17K ﹤0.01% 2063
2021
Q2
$8K Hold
201
﹤0.01% 2179
2021
Q1
$8K Hold
201
﹤0.01% 2179
2020
Q4
$8K Hold
201
﹤0.01% 2179
2020
Q3
$8K Hold
201
﹤0.01% 2179
2020
Q2
$8K Hold
201
﹤0.01% 2179
2020
Q1
$8K Hold
201
﹤0.01% 2179
2019
Q4
$8K Hold
201
﹤0.01% 2179
2019
Q3
$8K Hold
201
﹤0.01% 2179
2019
Q2
$8K Hold
201
﹤0.01% 2179
2019
Q1
$8K Buy
+201
New +$8K ﹤0.01% 2179