TPCW
TD Private Client Wealth’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99M | Buy |
60,165
+7,883
| +15% | +$1.05M | 0.2% | 79 |
|
|
2025
Q1 | $7.02M | Buy |
52,282
+3,355
| +7% | +$451K | 0.19% | 85 |
|
|
2024
Q4 | $6.42M | Buy |
48,927
+2,011
| +4% | +$264K | 0.18% | 83 |
|
|
2024
Q3 | $6.34M | Buy |
46,916
+6,878
| +17% | +$929K | 0.18% | 85 |
|
|
2024
Q2 | $4.84M | Buy |
40,038
+31
| +0.1% | +$3.75K | 0.15% | 103 |
|
|
2024
Q1 | $4.93M | Buy |
40,007
+1,731
| +5% | +$213K | 0.16% | 106 |
|
|
2023
Q4 | $4.49M | Sell |
38,276
-13,997
| -27% | -$1.64M | 0.16% | 113 |
|
|
2023
Q3 | $5.63M | Sell |
52,273
-2,592
| -5% | -$279K | 0.24% | 80 |
|
|
2023
Q2 | $6.22M | Buy |
54,865
+867
| +2% | +$98.2K | 0.27% | 75 |
|
|
2023
Q1 | $6.33M | Buy |
53,998
+3,557
| +7% | +$417K | 0.28% | 76 |
|
|
2022
Q4 | $6.08M | Sell |
50,441
-16,666
| -25% | -$2.01M | 0.29% | 74 |
|
|
2022
Q3 | $7.2M | Buy |
67,107
+9,176
| +16% | +$984K | 0.37% | 52 |
|
|
2022
Q2 | $6.82M | Buy |
57,931
+14,931
| +35% | +$1.76M | 0.33% | 63 |
|
|
2022
Q1 | $5.51M | Buy |
43,000
+2,931
| +7% | +$376K | 0.23% | 97 |
|
|
2021
Q4 | $4.91M | Sell |
40,069
-2,215
| -5% | -$272K | 0.2% | 110 |
|
|
2021
Q3 | $4.85M | Sell |
42,284
-894
| -2% | -$103K | 0.21% | 105 |
|
|
2021
Q2 | $5.04M | Buy |
43,178
+6,838
| +19% | +$797K | 0.22% | 99 |
|
|
2021
Q1 | $4.15M | Buy |
36,340
+201
| +0.6% | +$22.9K | 0.19% | 123 |
|
|
2020
Q4 | $3.48M | Sell |
36,139
-4,614
| -11% | -$444K | 0.18% | 133 |
|
|
2020
Q3 | $3.32M | Sell |
40,753
-1,104
| -3% | -$90K | 0.19% | 121 |
|
|
2020
Q2 | $3.38M | Sell |
41,857
-30,561
| -42% | -$2.47M | 0.2% | 114 |
|
|
2020
Q1 | $5.33M | Buy |
72,418
+6,945
| +11% | +$511K | 0.38% | 60 |
|
|
2019
Q4 | $6.92M | Buy |
+65,473
| New | +$6.92M | 0.41% | 55 |
|