MWPCG
Measured Wealth Private Client Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,031
| Closed | -$267K | – | 176 |
|
|
2024
Q4 | $267K | Buy |
2,031
+27
| +1% | +$3.55K | 0.09% | 152 |
|
|
2024
Q3 | $271K | Hold |
2,004
| – | – | 0.09% | 146 |
|
|
2024
Q2 | $242K | Hold |
2,004
| – | – | 0.09% | 163 |
|
|
2024
Q1 | $247K | Hold |
2,004
| – | – | 0.09% | 169 |
|
|
2023
Q4 | $235K | Hold |
2,004
| – | – | 0.09% | 164 |
|
|
2023
Q3 | $216K | Sell |
2,004
-24
| -1% | -$2.58K | 0.09% | 157 |
|
|
2023
Q2 | $230K | Hold |
2,028
| – | – | 0.09% | 160 |
|
|
2023
Q1 | $238K | Hold |
2,028
| – | – | 0.09% | 155 |
|
|
2022
Q4 | $245K | Buy |
2,028
+24
| +1% | +$2.89K | 0.1% | 140 |
|
|
2022
Q3 | $215K | Hold |
2,004
| – | – | 0.1% | 136 |
|
|
2022
Q2 | $236K | Buy |
+2,004
| New | +$236K | 0.1% | 144 |
|
|
2018
Q4 | – | Sell |
-1,404
| Closed | -$140K | – | 261 |
|
|
2018
Q3 | $140K | Buy |
+1,404
| New | +$140K | 0.08% | 188 |
|