RWS
Resolute Wealth Strategies’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 |
-6,124
| Closed | -$804K | – | 103 |
|
|
2024
Q4 | $804K | Sell |
6,124
-12
| -0.2% | -$1.58K | 0.41% | 35 |
|
|
2024
Q3 | $829K | Buy |
6,136
+61
| +1% | +$8.24K | 0.43% | 37 |
|
|
2024
Q2 | $735K | Sell |
6,075
-69
| -1% | -$8.35K | 0.42% | 38 |
|
|
2024
Q1 | $757K | Sell |
6,144
-301
| -5% | -$37.1K | 0.46% | 37 |
|
|
2023
Q4 | $755K | Buy |
6,445
+129
| +2% | +$15.1K | 0.51% | 32 |
|
|
2023
Q3 | $680K | Sell |
6,316
-260
| -4% | -$28K | 0.51% | 31 |
|
|
2023
Q2 | $745K | Sell |
6,576
-106
| -2% | -$12K | 0.58% | 30 |
|
|
2023
Q1 | $783K | Buy |
+6,682
| New | +$783K | 0.67% | 28 |
|