Meristem Family Wealth, LLC DVY Holdings History
Meristem Family Wealth, LLC's iShares Select Dividend ETF Holding Summary
As of 2022-09-30, Meristem Family Wealth, LLC held - shares of iShares Select Dividend ETF(DVY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Meristem Family Wealth, LLC now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2019Q3. And since then Meristem Family Wealth, LLC has made 2 purchases of DVY, at an average price of $107.11, for a total of 13,698.00 shares. In addition, there have been 1 sales at an average price of $118.53 for 13,698.00 shares. Based on historical transaction data and DVY's current price of $136.65, Meristem Family Wealth, LLC's estimated gain on his DVY holdings is $156,370.06, reflecting a 10.66% gain to date.
Meristem Family Wealth, LLC DVY ($136.65) Holding Chart
Meristem Family Wealth, LLC 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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