OBWG
Onyx Bridge Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,148
| Closed | -$266K | – | 192 |
|
|
2022
Q4 | $266K | Buy |
+2,148
| New | +$266K | 0.11% | 134 |
|
|
2022
Q3 | – | Sell |
-1,829
| Closed | -$215K | – | 182 |
|
|
2022
Q2 | $215K | Hold |
1,829
| – | – | 0.1% | 134 |
|
|
2022
Q1 | $230K | Sell |
1,829
-404
| -18% | -$50.8K | 0.09% | 127 |
|
|
2021
Q4 | $275K | Sell |
2,233
-46
| -2% | -$5.67K | 0.09% | 124 |
|
|
2021
Q3 | $269K | Hold |
2,279
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $262K | Buy |
2,279
+475
| +26% | +$54.6K | 0.11% | 92 |
|
|
2021
Q1 | $206K | Buy |
+1,804
| New | +$206K | 0.1% | 96 |
|