YCG
Yeomans Consulting Group’s iShares Select Dividend ETF DVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.03M | Sell |
14,962
-3,439
| -19% | -$466K | 0.84% | 26 |
|
2025
Q1 | $2.47M | Buy |
18,401
+308
| +2% | +$41.4K | 0.96% | 22 |
|
2024
Q4 | $2.38M | Sell |
18,093
-901
| -5% | -$118K | 0.89% | 22 |
|
2024
Q3 | $2.57M | Sell |
18,994
-185
| -1% | -$25K | 0.96% | 22 |
|
2024
Q2 | $2.32M | Sell |
19,179
-128
| -0.7% | -$15.5K | 0.9% | 22 |
|
2024
Q1 | $2.38M | Buy |
19,307
+284
| +1% | +$35K | 1.04% | 19 |
|
2023
Q4 | $2.23M | Buy |
+19,023
| New | +$2.23M | 1.11% | 20 |
|