iShares Dow Jones Select Dividend shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $129k | 1.6k | 81.80 |
| 2020-06-30 | $838k | 10k | 80.72 |
| 2020-03-31 | $752k | 10k | 73.49 |
| 2019-12-31 | $1.2M | 11k | 105.68 |
| 2019-09-30 | $1.1M | 11k | 101.91 |
| 2019-06-30 | $903k | 9.1k | 99.57 |
| 2019-03-31 | $926k | 9.4k | 98.19 |
| 2018-12-31 | $850k | 9.5k | 89.32 |
| 2018-09-30 | $993k | 10k | 99.75 |
| 2018-06-30 | $984k | 10k | 97.71 |
| 2018-03-31 | $977k | 10k | 95.12 |
| 2017-12-31 | $391k | 4.0k | 98.46 |
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