CWM
Cedar 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 | $258K | Hold |
1,944
| – | – | 0.09% | 68 |
|
|
2025
Q1 | $261K | Hold |
1,944
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $255K | Hold |
1,944
| – | – | 0.09% | 68 |
|
|
2024
Q3 | $263K | Hold |
1,944
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $235K | Hold |
1,944
| – | – | 0.08% | 97 |
|
|
2024
Q1 | $239K | Hold |
1,944
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $228K | Hold |
1,944
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $209K | Hold |
1,944
| – | – | 0.08% | 103 |
|
|
2023
Q2 | $220K | Hold |
1,944
| – | – | 0.09% | 99 |
|
|
2023
Q1 | $228K | Sell |
1,944
-257
| -12% | -$30.1K | 0.09% | 92 |
|
|
2022
Q4 | $265K | Hold |
2,201
| – | – | 0.13% | 80 |
|
|
2022
Q3 | $236K | Hold |
2,201
| – | – | 0.12% | 93 |
|
|
2022
Q2 | $259K | Hold |
2,201
| – | – | 0.12% | 93 |
|
|
2022
Q1 | $282K | Hold |
2,201
| – | – | 0.11% | 103 |
|
|
2021
Q4 | $270K | Buy |
2,201
+104
| +5% | +$12.8K | 0.11% | 107 |
|
|
2021
Q3 | $241K | Buy |
2,097
+25
| +1% | +$2.87K | 0.11% | 99 |
|
|
2021
Q2 | $242K | Hold |
2,072
| – | – | 0.11% | 99 |
|
|
2021
Q1 | $236K | Hold |
2,072
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $199K | Buy |
2,072
+14
| +0.7% | +$1.35K | 0.11% | 91 |
|
|
2020
Q3 | $168K | Hold |
2,058
| – | – | 0.1% | 92 |
|
|
2020
Q2 | $166K | Hold |
2,058
| – | – | 0.11% | 87 |
|
|
2020
Q1 | $151K | Buy |
2,058
+92
| +5% | +$6.75K | 0.1% | 92 |
|
|
2019
Q4 | $208K | Hold |
1,966
| – | – | 0.12% | 62 |
|
|
2019
Q3 | $200K | Buy |
1,966
+126
| +7% | +$12.8K | 0.13% | 65 |
|
|
2019
Q2 | $183K | Hold |
1,840
| – | – | 0.12% | 69 |
|
|
2019
Q1 | $181K | Hold |
1,840
| – | – | 0.11% | 59 |
|
|
2018
Q4 | $164K | Hold |
1,840
| – | – | 0.12% | 57 |
|
|
2018
Q3 | $184K | Hold |
1,840
| – | – | 0.1% | 59 |
|
|
2018
Q2 | $180K | Buy |
+1,840
| New | +$180K | 0.1% | 54 |
|