OPOWM
One Plus One Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,772
| Closed | -$298K | – | 92 |
|
|
2023
Q3 | $298K | Hold |
2,772
| – | – | 0.19% | 70 |
|
|
2023
Q2 | $314K | Hold |
2,772
| – | – | 0.2% | 67 |
|
|
2023
Q1 | $325K | Hold |
2,772
| – | – | 0.23% | 65 |
|
|
2022
Q4 | $334K | Hold |
2,772
| – | – | 0.23% | 68 |
|
|
2022
Q3 | $297K | Hold |
2,772
| – | – | 0.24% | 64 |
|
|
2022
Q2 | $326K | Hold |
2,772
| – | – | 0.25% | 63 |
|
|
2022
Q1 | $355K | Buy |
2,772
+102
| +4% | +$13.1K | 0.24% | 62 |
|
|
2021
Q4 | $327K | Hold |
2,670
| – | – | 0.23% | 68 |
|
|
2021
Q3 | $306K | Hold |
2,670
| – | – | 0.22% | 58 |
|
|
2021
Q2 | $311K | Hold |
2,670
| – | – | 0.21% | 57 |
|
|
2021
Q1 | $305K | Buy |
+2,670
| New | +$305K | 0.24% | 60 |
|