CWM
Cranbrook 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 | $170K | Hold |
1,281
| – | – | 0.04% | 124 |
|
|
2025
Q1 | $172K | Hold |
1,281
| – | – | 0.04% | 116 |
|
|
2024
Q4 | $168K | Hold |
1,281
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $173K | Hold |
1,281
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $155K | Hold |
1,281
| – | – | 0.04% | 121 |
|
|
2024
Q1 | $158K | Hold |
1,281
| – | – | 0.04% | 100 |
|
|
2023
Q4 | $150K | Hold |
1,281
| – | – | 0.04% | 101 |
|
|
2023
Q3 | $138K | Hold |
1,281
| – | – | 0.04% | 99 |
|
|
2023
Q2 | $145K | Hold |
1,281
| – | – | 0.04% | 102 |
|
|
2023
Q1 | $150K | Hold |
1,281
| – | – | 0.04% | 100 |
|
|
2022
Q4 | $154K | Hold |
1,281
| – | – | 0.04% | 102 |
|
|
2022
Q3 | $137K | Hold |
1,281
| – | – | 0.04% | 109 |
|
|
2022
Q2 | $151K | Hold |
1,281
| – | – | 0.04% | 108 |
|
|
2022
Q1 | $164K | Hold |
1,281
| – | – | 0.04% | 113 |
|
|
2021
Q4 | $157K | Hold |
1,281
| – | – | 0.03% | 112 |
|
|
2021
Q3 | $147K | Hold |
1,281
| – | – | 0.03% | 115 |
|
|
2021
Q2 | $149K | Sell |
1,281
-435
| -25% | -$50.6K | 0.03% | 113 |
|
|
2021
Q1 | $196K | Hold |
1,716
| – | – | 0.05% | 99 |
|
|
2020
Q4 | $165K | Buy |
+1,716
| New | +$165K | 0.04% | 97 |
|