Fieldpoint Private Securities, LLC DVY Holdings History
Fieldpoint Private Securities, LLC's iShares Select Dividend ETF Holding Summary
As of 2022-06-30, Fieldpoint Private Securities, LLC held 55,859.00 shares of iShares Select Dividend ETF(DVY), totaling $6.57 Mil. This investment constitutes 1.91% of their stock portfolio, and Fieldpoint Private Securities, LLC now holds 0.03% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2018Q2. And since then Fieldpoint Private Securities, LLC has made 10 purchases of DVY, at an average price of $112.93, for a total of 56,224.00 shares. In addition, there have been 2 sales at an average price of $101.05 for 365.00 shares. Based on historical transaction data and DVY's current price of $135.46, Fieldpoint Private Securities, LLC's estimated gain on his DVY holdings is $1.25 Mil, reflecting a 19.75% gain to date.
Fieldpoint Private Securities, LLC DVY ($135.46) Holding Chart
Fieldpoint Private Securities, LLC DVY ($135.46) 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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