iShares Dow Jones Select Dividend shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $956k | 8.2k | 117.22 |
| 2023-09-30 | $878k | 8.2k | 107.64 |
| 2023-06-30 | $924k | 8.2k | 113.30 |
| 2023-03-31 | $956k | 8.2k | 117.18 |
| 2022-12-31 | $1.0M | 8.3k | 120.60 |
| 2022-09-30 | $889k | 8.3k | 107.17 |
| 2022-06-30 | $976k | 8.3k | 117.66 |
| 2022-03-31 | $1.1M | 8.3k | 128.17 |
| 2021-12-31 | $996k | 8.1k | 122.58 |
| 2021-09-30 | $909k | 7.9k | 114.70 |
| 2021-06-30 | $910k | 7.8k | 116.59 |
| 2021-03-31 | $756k | 6.6k | 114.11 |
| 2020-12-31 | $640k | 6.7k | 96.24 |
| 2020-09-30 | $338k | 4.2k | 81.45 |
| 2020-06-30 | $335k | 4.2k | 80.72 |
| 2020-03-31 | $283k | 3.9k | 73.51 |
| 2019-12-31 | $269k | 2.6k | 105.49 |
| 2019-09-30 | $219k | 2.2k | 101.86 |
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