JWS
Juncture Wealth Strategies’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
5,092
+51
| +1% | +$6.77K | 0.24% | 57 |
|
|
2025
Q1 | $677K | Sell |
5,041
-109
| -2% | -$14.6K | 0.26% | 66 |
|
|
2024
Q4 | $676K | Buy |
5,150
+138
| +3% | +$18.1K | 0.25% | 60 |
|
|
2024
Q3 | $677K | Sell |
5,012
-973
| -16% | -$131K | 0.26% | 61 |
|
|
2024
Q2 | $724K | Sell |
5,985
-278
| -4% | -$33.6K | 0.3% | 51 |
|
|
2024
Q1 | $771K | Sell |
6,263
-86
| -1% | -$10.6K | 0.33% | 47 |
|
|
2023
Q4 | $744K | Buy |
6,349
+537
| +9% | +$62.9K | 0.34% | 54 |
|
|
2023
Q3 | $626K | Sell |
5,812
-176
| -3% | -$18.9K | 0.31% | 71 |
|
|
2023
Q2 | $678K | Buy |
+5,988
| New | +$678K | 0.32% | 64 |
|
|
2022
Q4 | – | Sell |
-2,495
| Closed | -$268K | – | 109 |
|
|
2022
Q3 | $268K | Buy |
+2,495
| New | +$268K | 0.13% | 91 |
|