LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Hold |
112
| – | – | ﹤0.01% | 463 |
|
|
2025
Q1 | $14.2K | Hold |
112
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $15.2K | Hold |
112
| – | – | ﹤0.01% | 466 |
|
|
2024
Q3 | $15.1K | Sell |
112
-80
| -42% | -$10.8K | ﹤0.01% | 476 |
|
|
2024
Q2 | $24.4K | Hold |
192
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $23K | Sell |
192
-192
| -50% | -$23K | ﹤0.01% | 447 |
|
|
2023
Q4 | $44.2K | Hold |
384
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $41.3K | Hold |
384
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $43.5K | Hold |
384
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $45K | Sell |
384
-334
| -47% | -$39.1K | ﹤0.01% | 421 |
|
|
2022
Q4 | $86.6K | Buy |
718
+384
| +115% | +$46.3K | ﹤0.01% | 360 |
|
|
2022
Q3 | $36K | Sell |
334
-109
| -25% | -$11.7K | ﹤0.01% | 450 |
|
|
2022
Q2 | $52K | Buy |
443
+109
| +33% | +$12.8K | ﹤0.01% | 421 |
|
|
2022
Q1 | $43K | Hold |
334
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $41K | Hold |
334
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $38K | Hold |
334
| – | – | ﹤0.01% | 481 |
|
|
2021
Q2 | $39K | Buy |
+334
| New | +$39K | ﹤0.01% | 492 |
|