iShares Dow Jones Select Dividend shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $280k | 2.1k | 131.29 |
| 2024-09-30 | $288k | 2.1k | 135.07 |
| 2024-06-30 | $258k | 2.1k | 120.98 |
| 2024-03-31 | $263k | 2.1k | 123.18 |
| 2023-12-31 | $250k | 2.1k | 117.22 |
| 2023-09-30 | $229k | 2.1k | 107.64 |
| 2023-06-30 | $241k | 2.1k | 113.30 |
| 2023-03-31 | $256k | 2.2k | 117.18 |
| 2022-12-31 | $273k | 2.3k | 120.60 |
| 2022-09-30 | $242k | 2.3k | 107.03 |
| 2022-06-30 | $260k | 2.2k | 117.59 |
| 2022-03-31 | $331k | 2.6k | 128.05 |
| 2021-12-31 | $316k | 2.6k | 122.53 |
| 2021-09-30 | $296k | 2.6k | 114.91 |
| 2021-06-30 | $258k | 2.2k | 116.69 |
| 2021-03-31 | $252k | 2.2k | 113.98 |
| 2020-12-31 | $222k | 2.2k | 100.41 |
| 2019-12-31 | $239k | 2.3k | 105.71 |
| 2019-09-30 | $235k | 2.3k | 103.94 |
| 2019-06-30 | $229k | 2.3k | 101.28 |
| 2019-03-31 | $222k | 2.3k | 98.19 |
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