Consilium Wealth Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,900
Closed -$356K 85
2021
Q4
$356K Buy
+2,900
New +$346K 0.23% 71

Other funds holding DVY

Consilium Wealth Advisory's DVY Position: Q1 2022 in Review

Consilium Wealth Advisory sold out of iShares Select Dividend ETF (DVY) in Q1 2022, closing a stake of 2,900 shares — an estimated $356K sold.

Consilium Wealth Advisory first reported a position in DVY in Q4 2021 and held it in 1 quarter. The position peaked at $356K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DVY as of Q1 2022.

  • Consilium Wealth Advisory reported no remaining iShares Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 2,900 iShares Select Dividend ETF shares in Q1 2022, an estimated $356K.
  • Consilium Wealth Advisory first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Consilium Wealth Advisory's iShares Select Dividend ETF position peaked at $356K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2022.

Based on Consilium Wealth Advisory's 13F filing for Q1 2022, filed 18 Apr 2022.