CFCI
Comprehensive Financial Consultants Institutional’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,605
| Closed | -$1.95M | – | 162 |
|
|
2023
Q4 | $1.95M | Sell |
16,605
-1,339
| -7% | -$157K | 0.91% | 37 |
|
|
2023
Q3 | $1.93M | Sell |
17,944
-483
| -3% | -$52K | 1.02% | 32 |
|
|
2023
Q2 | $2.11M | Sell |
18,427
-922
| -5% | -$106K | 1.11% | 28 |
|
|
2023
Q1 | $2.27M | Sell |
19,349
-789
| -4% | -$92.5K | 1.28% | 21 |
|
|
2022
Q4 | $2.52M | Buy |
20,138
+1
| +0% | +$125 | 1.52% | 16 |
|
|
2022
Q3 | $2.23M | Sell |
20,137
-1,473
| -7% | -$163K | 1.47% | 16 |
|
|
2022
Q2 | $2.54M | Sell |
21,610
-341
| -2% | -$40K | 1.8% | 9 |
|
|
2022
Q1 | $2.78M | Buy |
21,951
+134
| +0.6% | +$17K | 1.93% | 6 |
|
|
2021
Q4 | $2.7M | Buy |
+21,817
| New | +$2.7M | 1.73% | 7 |
|