MHR
Matthew Hamilton Rosenberg’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$67.1K | – | 838 |
|
|
2025
Q1 | $67.1K | Hold |
500
| – | – | 0.02% | 375 |
|
|
2024
Q4 | $65.6K | Hold |
500
| – | – | 0.02% | 379 |
|
|
2024
Q3 | $67.5K | Hold |
500
| – | – | 0.02% | 379 |
|
|
2024
Q2 | $60.2K | Hold |
500
| – | – | 0.02% | 387 |
|
|
2024
Q1 | $61.2K | Hold |
500
| – | – | 0.02% | 395 |
|
|
2023
Q4 | $58.6K | Hold |
500
| – | – | 0.02% | 400 |
|
|
2023
Q3 | $53.8K | Hold |
500
| – | – | 0.02% | 403 |
|
|
2023
Q2 | $56.7K | Sell |
500
-75
| -13% | -$8.5K | 0.02% | 405 |
|
|
2023
Q1 | $67.4K | Hold |
575
| – | – | 0.02% | 396 |
|
|
2022
Q4 | $69.3K | Hold |
575
| – | – | 0.02% | 383 |
|
|
2022
Q3 | $62K | Hold |
575
| – | – | 0.02% | 385 |
|
|
2022
Q2 | $69K | Hold |
575
| – | – | 0.03% | 375 |
|
|
2022
Q1 | $74K | Hold |
575
| – | – | 0.03% | 369 |
|
|
2021
Q4 | $70K | Buy |
575
+500
| +667% | +$60.9K | 0.02% | 363 |
|
|
2021
Q3 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 584 |
|