Laidlaw Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Laidlaw Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,237	Closed	-$1.05M	–	293
2023 Q2	$1.05M	Sell	9,237 -389	-4%	-$44.3K	0.2%	117
2023 Q1	$1.13M	Sell	9,626 -22	-0.2%	-$2.66K	0.23%	112
2022 Q4	$1.16M	Sell	9,648 -1,538	-14%	-$182K	0.25%	106
2022 Q3	$1.2M	Buy	11,186 +812	+8%	+$97.3K	0.28%	95
2022 Q2	$1.22M	Hold	10,374	–	–	0.25%	110
2022 Q1	$1.33M	Sell	10,374 -667	-6%	-$83.3K	0.22%	113
2021 Q4	$1.35M	Buy	+11,041	New	+$1.32M	0.22%	121
2021 Q1	–	Sell	-5,158	Closed	-$496K	–	255
2020 Q4	$496K	Buy	+5,158	New	+$468K	0.1%	193

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Laidlaw Wealth Management's DVY Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 9,237 shares — an estimated $1.05M sold.

Laidlaw Wealth Management first reported a position in DVY in Q4 2020 and held it in 8 quarters. The position peaked at $1.35M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 9,237 iShares Select Dividend ETF shares in Q3 2023, an estimated $1.05M.
Laidlaw Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's iShares Select Dividend ETF position peaked at $1.35M in Q4 2021.
1,155 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.