WLPWM
Walled Lake Planning & Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,787
| Closed | -$2.44M | – | 120 |
|
|
2023
Q4 | $2.44M | Buy |
20,787
+334
| +2% | +$39.2K | 1.13% | 24 |
|
|
2023
Q3 | $2.2M | Buy |
20,453
+266
| +1% | +$28.6K | 1.1% | 26 |
|
|
2023
Q2 | $2.29M | Buy |
20,187
+264
| +1% | +$29.9K | 1.11% | 25 |
|
|
2023
Q1 | $2.33M | Buy |
19,923
+1,089
| +6% | +$128K | 1.22% | 26 |
|
|
2022
Q4 | $2.27M | Sell |
18,834
-366
| -2% | -$44.1K | 1.55% | 23 |
|
|
2022
Q3 | $2.06M | Buy |
19,200
+336
| +2% | +$36K | 1.44% | 29 |
|
|
2022
Q2 | $2.22M | Buy |
18,864
+97
| +0.5% | +$11.4K | 1.53% | 27 |
|
|
2022
Q1 | $2.41M | Buy |
18,767
+424
| +2% | +$54.3K | 1.43% | 27 |
|
|
2021
Q4 | $2.25M | Sell |
18,343
-395
| -2% | -$48.4K | 1.3% | 30 |
|
|
2021
Q3 | $2.15M | Buy |
18,738
+227
| +1% | +$26K | 1.33% | 29 |
|
|
2021
Q2 | $2.16M | Buy |
18,511
+8
| +0% | +$933 | 1.4% | 25 |
|
|
2021
Q1 | $2.11M | Buy |
18,503
+35
| +0.2% | +$3.99K | 1.46% | 25 |
|
|
2020
Q4 | $1.78M | Sell |
18,468
-114
| -0.6% | -$11K | 1.35% | 25 |
|
|
2020
Q3 | $1.52M | Buy |
18,582
+625
| +3% | +$51K | 1.23% | 27 |
|
|
2020
Q2 | $1.45M | Buy |
17,957
+660
| +4% | +$53.3K | 1.21% | 25 |
|
|
2020
Q1 | $1.27M | Buy |
+17,297
| New | +$1.27M | 1.16% | 25 |
|