LFA
Level Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140
| Closed | -$16.4K | – | 128 |
|
|
2023
Q4 | $16.4K | Hold |
140
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $15.1K | Hold |
140
| – | – | 0.01% | 170 |
|
|
2023
Q2 | $15.9K | Hold |
140
| – | – | 0.01% | 164 |
|
|
2023
Q1 | $16.4K | Hold |
140
| – | – | 0.01% | 148 |
|
|
2022
Q4 | $17K | Hold |
140
| – | – | 0.01% | 133 |
|
|
2022
Q3 | $15K | Hold |
140
| – | – | 0.01% | 151 |
|
|
2022
Q2 | $16K | Hold |
140
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $18K | Hold |
140
| – | – | 0.01% | 133 |
|
|
2021
Q4 | $17K | Buy |
+140
| New | +$17K | 0.01% | 141 |
|