SOUNDMARK WEALTH MANAGEMENT, LLC DVY Holdings History
SOUNDMARK WEALTH MANAGEMENT, LLC's iShares Select Dividend ETF Holding Summary
As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of iShares Select Dividend ETF(DVY), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2023Q4. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 2 purchases of DVY, at an average price of $110.04, for a total of 1,803.00 shares. In addition, there have been 1 sales at an average price of $121.39 for 1,803.00 shares. Based on historical transaction data and DVY's current price of $135.62, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his DVY holdings is $20,460.84, reflecting a 10.31% gain to date.
SOUNDMARK WEALTH MANAGEMENT, LLC DVY ($135.62) Holding Chart
SOUNDMARK WEALTH 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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