PLU
Performa Ltd (US)’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 |
-16,899
| Closed | -$2.22M | – | 55 |
|
|
2024
Q4 | $2.22M | Hold |
16,899
| – | – | 0.78% | 14 |
|
|
2024
Q3 | $2.28M | Hold |
16,899
| – | – | 0.85% | 14 |
|
|
2024
Q2 | $2.04M | Hold |
16,899
| – | – | 0.84% | 14 |
|
|
2024
Q1 | $2.08M | Hold |
16,899
| – | – | 0.92% | 14 |
|
|
2023
Q4 | $1.98M | Hold |
16,899
| – | – | 0.86% | 14 |
|
|
2023
Q3 | $1.82M | Hold |
16,899
| – | – | 0.86% | 14 |
|
|
2023
Q2 | $1.91M | Hold |
16,899
| – | – | 0.94% | 13 |
|
|
2023
Q1 | $1.98M | Buy |
+16,899
| New | +$1.98M | 1.04% | 12 |
|