EWM
Endowment Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,161
| Closed | -$559K | – | 140 |
|
|
2022
Q4 | $559K | Buy |
23,161
+2,061
| +10% | +$49.7K | 0.61% | 36 |
|
|
2022
Q3 | $479K | Buy |
21,100
+5,522
| +35% | +$125K | 0.58% | 47 |
|
|
2022
Q2 | $414K | Buy |
15,578
+2,075
| +15% | +$55.1K | 0.5% | 56 |
|
|
2022
Q1 | $442K | Sell |
13,503
-969
| -7% | -$31.7K | 0.46% | 53 |
|
|
2021
Q4 | $557K | Buy |
+14,472
| New | +$557K | 0.56% | 39 |
|