GWP
Gateway Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,856
-115
| -6% | -$15.3K | 0.05% | 312 |
|
|
2025
Q1 | $265K | Buy |
1,971
+61
| +3% | +$8.19K | 0.06% | 266 |
|
|
2024
Q4 | $251K | Buy |
1,910
+143
| +8% | +$18.8K | 0.06% | 256 |
|
|
2024
Q3 | $239K | Sell |
1,767
-173
| -9% | -$23.4K | 0.07% | 249 |
|
|
2024
Q2 | $235K | Sell |
1,940
-5
| -0.3% | -$605 | 0.07% | 237 |
|
|
2024
Q1 | $240K | Buy |
1,945
+1
| +0.1% | +$123 | 0.09% | 204 |
|
|
2023
Q4 | $228K | Buy |
+1,944
| New | +$228K | 0.09% | 196 |
|