Canterbury Portfolio Thermostat Fund DVY Holdings History
Canterbury Portfolio Thermostat Fund's iShares Select Dividend ETF Holding Summary
As of 2025-04-30, Capitol Series Trust held 2,850.00 shares of iShares Select Dividend ETF(DVY), totaling $365,880.00. This investment constitutes 5.27% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2025Q2. And since then Canterbury Portfolio Thermostat Fund has made 1 purchases of DVY, at an average price of $131.78, for a total of 2,850.00 shares. Based on historical transaction data and DVY's current price of $133.88, Canterbury Portfolio Thermostat Fund's estimated gain on his DVY holdings is $5,985.00, reflecting a 1.59% gain to date.
Canterbury Portfolio Thermostat Fund DVY ($133.88) Holding Chart
Canterbury Portfolio Thermostat Fund DVY ($133.88) 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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