iShares Dow Jones Select Dividend shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 9.9k | 123.18 |
| 2023-12-31 | $1.2M | 10k | 117.22 |
| 2023-09-30 | $1.1M | 11k | 107.64 |
| 2023-06-30 | $1.3M | 12k | 113.86 |
| 2023-03-31 | $1.4M | 12k | 117.18 |
| 2022-12-31 | $1.5M | 12k | 120.60 |
| 2022-09-30 | $1.3M | 12k | 107.19 |
| 2022-06-30 | $1.4M | 12k | 117.71 |
| 2022-03-31 | $1.6M | 13k | 128.13 |
| 2021-12-31 | $1.6M | 13k | 122.60 |
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