Number of Shares
521.00
Current Holdings Value*
$69,970.00
% of Portfolio
0.03%
Total Estimate Gain
$-68,507.84
% of Total Estimate Gain
-0.94%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC's iShares Select Dividend ETF Holding Summary

As of 2025-03-31, MORGAN DEMPSEY CAPITAL MANAGEMENT LLC held 521.00 shares of iShares Select Dividend ETF(DVY), totaling $69,970.00. This investment constitutes 0.03% of their stock portfolio, and MORGAN DEMPSEY CAPITAL MANAGEMENT LLC now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2013Q3. And since then MORGAN DEMPSEY CAPITAL MANAGEMENT LLC has made 9 purchases of DVY, at an average price of $123.51, for a total of 58,851.00 shares. In addition, there have been 10 sales at an average price of $122.23 for 58,330.00 shares. Based on historical transaction data and DVY's current price of $135.62, MORGAN DEMPSEY CAPITAL MANAGEMENT LLC's estimated gain on his DVY holdings is $-68,507.84, reflecting a -0.94% gain to date.

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC DVY ($135.62) Holding Chart

MORGAN DEMPSEY CAPITAL 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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