CWA
Continuum Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Hold |
3,058
| – | – | 0.2% | 36 |
|
|
2025
Q1 | $411K | Hold |
3,058
| – | – | 0.21% | 33 |
|
|
2024
Q4 | $402K | Hold |
3,058
| – | – | 0.2% | 34 |
|
|
2024
Q3 | $413K | Hold |
3,058
| – | – | 0.22% | 38 |
|
|
2024
Q2 | $370K | Hold |
3,058
| – | – | 0.19% | 38 |
|
|
2024
Q1 | $377K | Sell |
3,058
-73
| -2% | -$8.99K | 0.21% | 41 |
|
|
2023
Q4 | $367K | Hold |
3,131
| – | – | 0.24% | 33 |
|
|
2023
Q3 | $337K | Hold |
3,131
| – | – | 0.24% | 33 |
|
|
2023
Q2 | $355K | Hold |
3,131
| – | – | 0.25% | 34 |
|
|
2023
Q1 | $367K | Hold |
3,131
| – | – | 0.3% | 24 |
|
|
2022
Q4 | $378K | Buy |
+3,131
| New | +$378K | 0.38% | 27 |
|