HNWA
Henrickson Nauta 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 | $368K | Hold |
2,768
| – | – | 0.13% | 56 |
|
|
2025
Q1 | $338K | Sell |
2,768
-71
| -3% | -$8.68K | 0.14% | 52 |
|
|
2024
Q4 | $373K | Sell |
2,839
-75
| -3% | -$9.85K | 0.15% | 54 |
|
|
2024
Q3 | $394K | Hold |
2,914
| – | – | 0.16% | 50 |
|
|
2024
Q2 | $353K | Buy |
2,914
+841
| +41% | +$102K | 0.15% | 52 |
|
|
2024
Q1 | $247K | Sell |
2,073
-245
| -11% | -$29.3K | 0.11% | 62 |
|
|
2023
Q4 | $272K | Buy |
2,318
+316
| +16% | +$37K | 0.13% | 64 |
|
|
2023
Q3 | $215K | Sell |
2,002
-482
| -19% | -$51.9K | 0.13% | 53 |
|
|
2023
Q2 | $281K | Hold |
2,484
| – | – | 0.19% | 48 |
|
|
2023
Q1 | $291K | Hold |
2,484
| – | – | 0.21% | 38 |
|
|
2022
Q4 | $300K | Hold |
2,484
| – | – | 0.24% | 37 |
|
|
2022
Q3 | $266K | Buy |
+2,484
| New | +$266K | 0.25% | 33 |
|
|
2022
Q1 | – | Sell |
-238
| Closed | -$29K | – | 108 |
|
|
2021
Q4 | $29K | Buy |
+238
| New | +$29K | 0.02% | 116 |
|