MPCL
My Personal CFO LLC’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
21,874
+46
| +0.2% | +$6.11K | 1.32% | 19 |
|
|
2025
Q1 | $2.93M | Buy |
21,828
+39
| +0.2% | +$5.24K | 1.48% | 17 |
|
|
2024
Q4 | $2.86M | Buy |
21,789
+2,149
| +11% | +$282K | 1.47% | 18 |
|
|
2024
Q3 | $2.65M | Sell |
19,640
-177
| -0.9% | -$23.9K | 1.45% | 19 |
|
|
2024
Q2 | $2.4M | Sell |
19,817
-1,799
| -8% | -$218K | 1.28% | 19 |
|
|
2024
Q1 | $2.66M | Buy |
21,616
+21
| +0.1% | +$2.59K | 1.53% | 14 |
|
|
2023
Q4 | $2.53M | Buy |
21,595
+56
| +0.3% | +$6.56K | 1.65% | 14 |
|
|
2023
Q3 | $2.32M | Sell |
21,539
-107
| -0.5% | -$11.5K | 1.87% | 12 |
|
|
2023
Q2 | $2.45M | Sell |
21,646
-1,810
| -8% | -$205K | 1.93% | 12 |
|
|
2023
Q1 | $2.75M | Buy |
23,456
+11,990
| +105% | +$1.4M | 2.35% | 11 |
|
|
2022
Q4 | $2.48M | Buy |
11,466
+1,576
| +16% | +$340K | 2.28% | 10 |
|
|
2022
Q3 | $2.03M | Sell |
9,890
-8,716
| -47% | -$1.79M | 3.08% | 9 |
|
|
2022
Q2 | $2.19M | Buy |
18,606
+3
| +0% | +$353 | 2.81% | 10 |
|
|
2022
Q1 | $2.38M | Buy |
18,603
+253
| +1% | +$32.4K | 2.47% | 10 |
|
|
2021
Q4 | $2.25M | Buy |
+18,350
| New | +$2.25M | 1.96% | 11 |
|