MLA
My Legacy Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,957
| Closed | -$264K | – | 198 |
|
|
2024
Q3 | $264K | Sell |
1,957
-533
| -21% | -$72K | 0.1% | 179 |
|
|
2024
Q2 | $301K | Buy |
2,490
+5
| +0.2% | +$605 | 0.1% | 188 |
|
|
2024
Q1 | $306K | Buy |
2,485
+39
| +2% | +$4.8K | 0.1% | 188 |
|
|
2023
Q4 | $285K | Hold |
2,446
| – | – | 0.1% | 186 |
|
|
2023
Q3 | $260K | Hold |
2,446
| – | – | 0.11% | 184 |
|
|
2023
Q2 | $284K | Sell |
2,446
-97
| -4% | -$11.3K | 0.11% | 184 |
|
|
2023
Q1 | $301K | Buy |
+2,543
| New | +$301K | 0.13% | 181 |
|