JPWM
Jamison Private 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 | $410K | Buy |
3,086
+5
| +0.2% | +$664 | 0.06% | 161 |
|
|
2025
Q1 | $414K | Buy |
3,081
+4
| +0.1% | +$537 | 0.06% | 155 |
|
|
2024
Q4 | $404K | Buy |
3,077
+4
| +0.1% | +$525 | 0.06% | 156 |
|
|
2024
Q3 | $415K | Buy |
3,073
+4
| +0.1% | +$540 | 0.06% | 143 |
|
|
2024
Q2 | $371K | Buy |
3,069
+3
| +0.1% | +$363 | 0.06% | 142 |
|
|
2024
Q1 | $378K | Buy |
3,066
+2,003
| +188% | +$247K | 0.06% | 144 |
|
|
2023
Q4 | $125K | Buy |
1,063
+10
| +0.9% | +$1.17K | 0.02% | 194 |
|
|
2023
Q3 | $113K | Buy |
+1,053
| New | +$113K | 0.02% | 192 |
|