LWP
Legacy Wealth Planning’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $607K | Sell |
5,658
-114
| -2% | -$12.2K | 1% | 25 |
|
|
2022
Q2 | $679K | Buy |
5,772
+457
| +9% | +$53.8K | 0.97% | 26 |
|
|
2022
Q1 | $681K | Buy |
5,315
+3,163
| +147% | +$405K | 0.8% | 30 |
|
|
2021
Q4 | $264K | Sell |
2,152
-310
| -13% | -$38K | 0.3% | 67 |
|
|
2021
Q3 | $282K | Hold |
2,462
| – | – | 0.32% | 69 |
|
|
2021
Q2 | $287K | Hold |
2,462
| – | – | 0.33% | 67 |
|
|
2021
Q1 | $281K | Hold |
2,462
| – | – | 0.36% | 64 |
|
|
2020
Q4 | $237K | Sell |
2,462
-297
| -11% | -$28.6K | 0.3% | 68 |
|
|
2020
Q3 | $225K | Hold |
2,759
| – | – | 0.26% | 66 |
|
|
2020
Q2 | $223K | Sell |
2,759
-100
| -3% | -$8.08K | 0.27% | 64 |
|
|
2020
Q1 | $210K | Buy |
2,859
+24
| +0.8% | +$1.76K | 0.34% | 61 |
|
|
2019
Q4 | $300K | Buy |
+2,835
| New | +$300K | 0.34% | 52 |
|