NinePointTwo Capital LLC DVY Holdings History
Number of Shares
48,910.00
Current Holdings Value*
$5.73 Mil
% of Portfolio
2.28%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
47.89%
NinePointTwo Capital LLC's iShares Select Dividend ETF Holding Summary
As of 2023-12-31, NinePointTwo Capital LLC held 48,910.00 shares of iShares Select Dividend ETF(DVY), totaling $5.73 Mil. This investment constitutes 2.28% of their stock portfolio, and NinePointTwo Capital LLC now holds 0.03% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2020Q4. Based on historical transaction data and DVY's current price of $132.39, NinePointTwo Capital LLC's estimated gain on his DVY holdings is $2.10 Mil, reflecting a 47.89% gain to date.
NinePointTwo Capital LLC DVY ($132.39) Holding Chart
NinePointTwo Capital LLC DVY ($132.39) 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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