PCA Investment Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-861
Closed -$97.6K 192
2023
Q2
$97.6K Buy
+861
New +$98.1K 0.06% 195

Other funds holding DVY

PCA Investment Advisory Services's DVY Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 861 shares — an estimated $97.6K sold.

PCA Investment Advisory Services first reported a position in DVY in Q2 2023 and held it in 1 quarter. The position peaked at $97.6K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 861 iShares Select Dividend ETF shares in Q3 2023, an estimated $97.6K.
  • PCA Investment Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's iShares Select Dividend ETF position peaked at $97.6K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.