Tradition Wealth Management’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-239
Closed -$9K 604
2023
Q4
$9K Buy
239
+9
+4% +$294 ﹤0.01% 1016
2023
Q3
$7K Hold
230
﹤0.01% 1085
2023
Q2
$8K Buy
230
+5
+2% +$167 ﹤0.01% 1088
2023
Q1
$8K Buy
225
+2
+0.9% +$70 ﹤0.01% 1047
2022
Q4
$8K Buy
223
+9
+4% +$280 ﹤0.01% 943
2022
Q3
$6K Hold
214
﹤0.01% 1030
2022
Q2
$7K Buy
214
+6
+3% +$216 ﹤0.01% 894
2022
Q1
$8K Buy
208
+1
+0.5% +$39 ﹤0.01% 939
2021
Q4
$8K Buy
207
+7
+4% +$262 ﹤0.01% 953
2021
Q3
$7K Hold
200
﹤0.01% 972
2021
Q2
$8K Buy
+200
New +$8.26K ﹤0.01% 981
2021
Q1
Sell
-195
Closed -$7K 851
2020
Q4
$7K Buy
+195
New +$6.92K ﹤0.01% 795

Other funds holding DVYA

Tradition Wealth Management's DVYA Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q1 2024, closing a stake of 239 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in DVYA in Q4 2020 and held it in 12 quarters. The position peaked at $9K in Q4 2023. 30 funds tracked by Wall St. Rank hold DVYA as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares Asia/Pacific Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 239 iShares Asia/Pacific Dividend ETF shares in Q1 2024, an estimated $9K.
  • Tradition Wealth Management first reported a position in iShares Asia/Pacific Dividend ETF in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's iShares Asia/Pacific Dividend ETF position peaked at $9K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.