DWMG
DB Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $117K | Sell |
1,000
-1,270
| -56% | -$149K | 0.07% | 110 |
|
|
2023
Q3 | $244K | Hold |
2,270
| – | – | 0.15% | 80 |
|
|
2023
Q2 | $257K | Hold |
2,270
| – | – | 0.16% | 79 |
|
|
2023
Q1 | $266K | Hold |
2,270
| – | – | 0.17% | 72 |
|
|
2022
Q4 | $274K | Hold |
2,270
| – | – | 0.18% | 69 |
|
|
2022
Q3 | $243K | Hold |
2,270
| – | – | 0.17% | 74 |
|
|
2022
Q2 | $267K | Hold |
2,270
| – | – | 0.18% | 72 |
|
|
2022
Q1 | $291K | Hold |
2,270
| – | – | 0.18% | 73 |
|
|
2021
Q4 | $278K | Hold |
2,270
| – | – | 0.16% | 74 |
|
|
2021
Q3 | $260K | Hold |
2,270
| – | – | 0.17% | 76 |
|
|
2021
Q2 | $265K | Buy |
2,270
+309
| +16% | +$36.1K | 0.17% | 76 |
|
|
2021
Q1 | $224K | Buy |
1,961
+961
| +96% | +$110K | 0.15% | 83 |
|
|
2020
Q4 | $96K | Buy |
+1,000
| New | +$96K | 0.07% | 112 |
|