CWM
ClientFirst 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 | $303K | Hold |
2,285
| – | – | 0.31% | 35 |
|
|
2025
Q1 | $307K | Hold |
2,285
| – | – | 0.35% | 31 |
|
|
2024
Q4 | $300K | Buy |
+2,285
| New | +$300K | 0.3% | 33 |
|
|
2023
Q3 | $247K | Hold |
2,285
| – | – | 0.3% | 23 |
|
|
2023
Q2 | $263K | Hold |
2,285
| – | – | 0.31% | 22 |
|
|
2023
Q1 | $271K | Hold |
2,285
| – | – | 0.36% | 21 |
|
|
2022
Q4 | $276K | Sell |
2,285
-300
| -12% | -$36.2K | 0.35% | 21 |
|
|
2022
Q3 | $315K | Hold |
2,585
| – | – | 0.39% | 20 |
|
|
2022
Q2 | $304K | Hold |
2,585
| – | – | 0.46% | 22 |
|
|
2022
Q1 | $331K | Hold |
2,585
| – | – | 0.3% | 22 |
|
|
2021
Q4 | $331K | Buy |
+2,585
| New | +$331K | 0.3% | 22 |
|