WCG Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
WCG Wealth Advisors's DVY Position: Q4 2022 in Review
WCG Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 2,151 shares — an estimated $249K sold.
WCG Wealth Advisors first reported a position in DVY in Q2 2022 and held it in 2 quarters. The position peaked at $249K in Q3 2022. 1,240 funds tracked by Wall St. Rank hold DVY as of Q4 2022.
- WCG Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
- WCG Wealth Advisors sold 2,151 iShares Select Dividend ETF shares in Q4 2022, an estimated $249K.
- WCG Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 2 quarters.
- WCG Wealth Advisors's iShares Select Dividend ETF position peaked at $249K in Q3 2022.
- 1,240 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.
Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.