C2C Wealth Management, LLC DVY Holdings History
C2C Wealth Management, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-06-30, C2C Wealth Management, LLC held - shares of iShares Select Dividend ETF(DVY), totaling N/A. This investment constitutes 0% of their stock portfolio, and C2C Wealth Management, LLC now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2022Q2. And since then C2C Wealth Management, LLC has made 2 purchases of DVY, at an average price of $122.88, for a total of 2,660.00 shares. In addition, there have been 5 sales at an average price of $130.07 for 2,660.00 shares. Based on historical transaction data and DVY's current price of $135.62, C2C Wealth Management, LLC's estimated gain on his DVY holdings is $19,117.26, reflecting a 5.85% gain to date.
C2C Wealth Management, LLC DVY ($135.62) Holding Chart
C2C Wealth Management, LLC DVY ($135.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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