RWB
RMR Wealth Builders’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,925
| Closed | -$259K | – | 289 |
|
|
2025
Q1 | $259K | Sell |
1,925
-639
| -25% | -$85.8K | 0.03% | 225 |
|
|
2024
Q4 | $337K | Buy |
2,564
+25
| +1% | +$3.28K | 0.03% | 196 |
|
|
2024
Q3 | $343K | Buy |
2,539
+5
| +0.2% | +$675 | 0.04% | 196 |
|
|
2024
Q2 | $307K | Sell |
2,534
-39
| -2% | -$4.72K | 0.04% | 195 |
|
|
2024
Q1 | $317K | Buy |
+2,573
| New | +$317K | 0.04% | 205 |
|
|
2021
Q2 | – | Sell |
-1,433
| Closed | -$163K | – | 313 |
|
|
2021
Q1 | $163K | Buy |
1,433
+562
| +65% | +$63.9K | 0.04% | 217 |
|
|
2020
Q4 | $84K | Sell |
871
-2,257
| -72% | -$218K | 0.04% | 216 |
|
|
2020
Q3 | $255K | Buy |
3,128
+2,693
| +619% | +$220K | 0.07% | 172 |
|
|
2020
Q2 | $35K | Buy |
+435
| New | +$35K | 0.03% | 261 |
|
|
2019
Q4 | $45K | Buy |
+430
| New | +$45K | 0.04% | 238 |
|