CWP
CFM Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
2,693
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $362K | Hold |
2,693
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $354K | Hold |
2,693
| – | – | 0.06% | 109 |
|
|
2024
Q3 | $364K | Sell |
2,693
-91
| -3% | -$12.3K | 0.06% | 113 |
|
|
2024
Q2 | $337K | Hold |
2,784
| – | – | 0.06% | 121 |
|
|
2024
Q1 | $343K | Buy |
2,784
+534
| +24% | +$65.8K | 0.07% | 123 |
|
|
2023
Q4 | $264K | Hold |
2,250
| – | – | 0.06% | 142 |
|
|
2023
Q3 | $242K | Hold |
2,250
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $255K | Buy |
+2,250
| New | +$255K | 0.06% | 147 |
|
|
2023
Q1 | – | Sell |
-2,258
| Closed | -$272K | – | 157 |
|
|
2022
Q4 | $272K | Hold |
2,258
| – | – | 0.08% | 137 |
|
|
2022
Q3 | $242K | Buy |
+2,258
| New | +$242K | 0.08% | 139 |
|
|
2020
Q3 | – | Sell |
-1,517
| Closed | -$122K | – | 245 |
|
|
2020
Q2 | $122K | Hold |
1,517
| – | – | 0.05% | 181 |
|
|
2020
Q1 | $112K | Hold |
1,517
| – | – | 0.05% | 183 |
|
|
2019
Q4 | $162K | Buy |
+1,517
| New | +$162K | 0.06% | 165 |
|