CWM
Collaborative Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,678
| Closed | -$335K | – | 180 |
|
|
2024
Q3 | $335K | Sell |
11,678
-301
| -3% | -$8.64K | 0.15% | 119 |
|
|
2024
Q2 | $326K | Buy |
11,979
+226
| +2% | +$6.14K | 0.16% | 117 |
|
|
2024
Q1 | $307K | Sell |
11,753
-441
| -4% | -$11.5K | 0.15% | 120 |
|
|
2023
Q4 | $323K | Sell |
12,194
-1,084
| -8% | -$28.7K | 0.17% | 113 |
|
|
2023
Q3 | $316K | Sell |
13,278
-609
| -4% | -$14.5K | 0.19% | 115 |
|
|
2023
Q2 | $340K | Sell |
13,887
-115
| -0.8% | -$2.82K | 0.2% | 113 |
|
|
2023
Q1 | $344K | Sell |
14,002
-680
| -5% | -$16.7K | 0.22% | 116 |
|
|
2022
Q4 | $354K | Sell |
14,682
-187
| -1% | -$4.51K | 0.23% | 112 |
|
|
2022
Q3 | $337K | Buy |
14,869
+155
| +1% | +$3.51K | 0.24% | 108 |
|
|
2022
Q2 | $391K | Buy |
+14,714
| New | +$391K | 0.26% | 110 |
|
|
2021
Q4 | $553K | Buy |
+14,358
| New | +$553K | 0.3% | 105 |
|
|
2021
Q1 | $476K | Buy |
+14,548
| New | +$476K | 0.27% | 110 |
|