PRWA
Platte River Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.1M | Sell |
22,972
-387
| -2% | -$52.3K | 0.83% | 29 |
|
|
2024
Q2 | $2.83M | Sell |
23,359
-503
| -2% | -$60.9K | 0.79% | 28 |
|
|
2024
Q1 | $2.94M | Sell |
23,862
-3,680
| -13% | -$453K | 0.84% | 29 |
|
|
2023
Q4 | $3.23M | Sell |
27,542
-3,618
| -12% | -$424K | 1.07% | 25 |
|
|
2023
Q3 | $3.35M | Buy |
31,160
+392
| +1% | +$42.2K | 1.23% | 23 |
|
|
2023
Q2 | $3.49M | Sell |
30,768
-4,310
| -12% | -$488K | 1.22% | 24 |
|
|
2023
Q1 | $4.11M | Sell |
35,078
-2,363
| -6% | -$277K | 1.58% | 21 |
|
|
2022
Q4 | $4.52M | Buy |
37,441
+2,633
| +8% | +$318K | 1.91% | 15 |
|
|
2022
Q3 | $3.73M | Sell |
34,808
-2,435
| -7% | -$261K | 1.67% | 17 |
|
|
2022
Q2 | $4.38M | Buy |
37,243
+1,488
| +4% | +$175K | 1.9% | 16 |
|
|
2022
Q1 | $4.58M | Buy |
35,755
+3,276
| +10% | +$420K | 1.67% | 17 |
|
|
2021
Q4 | $4.12M | Buy |
32,479
+3,610
| +13% | +$457K | 1.41% | 20 |
|
|
2021
Q3 | $3.31M | Buy |
28,869
+1,561
| +6% | +$179K | 1.23% | 24 |
|
|
2021
Q2 | $3.19M | Buy |
27,308
+1,190
| +5% | +$139K | 1.21% | 24 |
|
|
2021
Q1 | $3.01M | Buy |
26,118
+5,100
| +24% | +$588K | 1.24% | 24 |
|
|
2020
Q4 | $2.11M | Buy |
21,018
+6,887
| +49% | +$691K | 0.91% | 26 |
|
|
2020
Q3 | $1.15M | Buy |
14,131
+456
| +3% | +$37.2K | 0.59% | 36 |
|
|
2020
Q2 | $1.11M | Buy |
+13,675
| New | +$1.11M | 0.61% | 41 |
|
|
2019
Q4 | $2.75M | Buy |
+26,499
| New | +$2.75M | 1.45% | 20 |
|