DAVIDSON TRUST CO DVY Holdings History
DAVIDSON TRUST CO's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, DAVIDSON TRUST CO held 8,281.00 shares of iShares Select Dividend ETF(DVY), totaling $1.11 Mil. This investment constitutes 0.53% of their stock portfolio, and DAVIDSON TRUST CO now holds 0.01% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2023Q4. And since then DAVIDSON TRUST CO has made 3 purchases of DVY, at an average price of $128.92, for a total of 10,099.00 shares. In addition, there have been 1 sales at an average price of $117.11 for 1,818.00 shares. Based on historical transaction data and DVY's current price of $136.65, DAVIDSON TRUST CO's estimated gain on his DVY holdings is $42,562.00, reflecting a 3.27% gain to date.
DAVIDSON TRUST CO DVY ($136.65) Holding Chart
DAVIDSON TRUST CO DVY ($136.65) 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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