LPAM
Lodestar Private Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Buy |
5,031
+2
| +0% | +$266 | 0.08% | 123 |
|
|
2025
Q1 | $675K | Sell |
5,029
-28
| -0.6% | -$3.76K | 0.08% | 119 |
|
|
2024
Q4 | $664K | Buy |
5,057
+21
| +0.4% | +$2.76K | 0.08% | 122 |
|
|
2024
Q3 | $680K | Sell |
5,036
-117
| -2% | -$15.8K | 0.09% | 120 |
|
|
2024
Q2 | $623K | Buy |
5,153
+349
| +7% | +$42.2K | 0.09% | 124 |
|
|
2024
Q1 | $592K | Buy |
4,804
+15
| +0.3% | +$1.85K | 0.08% | 126 |
|
|
2023
Q4 | $561K | Buy |
4,789
+75
| +2% | +$8.79K | 0.09% | 123 |
|
|
2023
Q3 | $507K | Hold |
4,714
| – | – | 0.09% | 122 |
|
|
2023
Q2 | $534K | Buy |
4,714
+32
| +0.7% | +$3.63K | 0.09% | 122 |
|
|
2023
Q1 | $549K | Buy |
4,682
+33
| +0.7% | +$3.87K | 0.1% | 116 |
|
|
2022
Q4 | $561K | Buy |
+4,649
| New | +$561K | 0.11% | 114 |
|