iShares Dow Jones Select Dividend shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in iShares Dow Jones Select Dividend
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones Select Dividend held by Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones Select Dividend by Newport Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-09-30 | $251k | 2.2k | 114.72 |
2021-06-30 | $255k | 2.2k | 116.60 |
2021-03-31 | $244k | 2.1k | 114.18 |
2020-03-31 | $236k | 2.9k | 80.68 |
2019-12-31 | $445k | 4.3k | 104.56 |
2019-09-30 | $434k | 4.3k | 102.02 |
2019-06-30 | $426k | 4.3k | 100.14 |
2019-03-31 | $462k | 4.7k | 99.25 |
2018-12-31 | $381k | 4.2k | 91.76 |
2018-09-30 | $398k | 4.2k | 95.86 |
2018-06-30 | $406k | 4.2k | 97.78 |
2018-03-31 | $513k | 5.4k | 95.11 |
2017-12-31 | $571k | 5.7k | 100.63 |
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