PFWA
Paces Ferry Wealth Advisors’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 |
-1,571
| Closed | -$206K | – | 127 |
|
|
2024
Q4 | $206K | Hold |
1,571
| – | – | 0.1% | 123 |
|
|
2024
Q3 | $212K | Buy |
+1,571
| New | +$212K | 0.12% | 113 |
|
|
2020
Q4 | – | Sell |
-169
| Closed | -$14K | – | 402 |
|
|
2020
Q3 | $14K | Buy |
+169
| New | +$14K | 0.01% | 389 |
|