KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
1,574
+43
| +3% | +$5.71K | 0.17% | 84 |
|
|
2025
Q1 | $206K | Sell |
1,531
-12
| -0.8% | -$1.61K | 0.18% | 78 |
|
|
2024
Q4 | $203K | Buy |
1,543
+16
| +1% | +$2.1K | 0.15% | 77 |
|
|
2024
Q3 | $206K | Buy |
+1,527
| New | +$206K | 0.17% | 76 |
|
|
2023
Q1 | – | Sell |
-1,557
| Closed | -$188K | – | 70 |
|
|
2022
Q4 | $188K | Buy |
+1,557
| New | +$188K | 0.22% | 63 |
|
|
2021
Q3 | – | Sell |
-1,778
| Closed | -$207K | – | 63 |
|
|
2021
Q2 | $207K | Buy |
+1,778
| New | +$207K | 0.08% | 121 |
|