SPWG
Sage Private Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-125
| Closed | -$13K | – | 82 |
|
|
2022
Q3 | $13K | Buy |
125
+1
| +0.8% | +$104 | 0.02% | 131 |
|
|
2022
Q2 | $15K | Buy |
124
+2
| +2% | +$242 | 0.02% | 126 |
|
|
2022
Q1 | $16K | Buy |
122
+1
| +0.8% | +$131 | 0.02% | 130 |
|
|
2021
Q4 | $14K | Hold |
121
| – | – | 0.02% | 132 |
|
|
2021
Q3 | $14K | Buy |
121
+1
| +0.8% | +$116 | 0.02% | 134 |
|
|
2021
Q2 | $14K | Buy |
120
+1
| +0.8% | +$117 | 0.02% | 127 |
|
|
2021
Q1 | $14K | Buy |
119
+1
| +0.8% | +$118 | 0.02% | 127 |
|
|
2020
Q4 | $11K | Buy |
+118
| New | +$11K | 0.03% | 127 |
|