Winfield Associates, Inc. DVY Holdings History
Winfield Associates, Inc.'s iShares Select Dividend ETF Holding Summary
As of 2022-03-31, Winfield Associates, Inc. held 54,282.00 shares of iShares Select Dividend ETF(DVY), totaling $6.96 Mil. This investment constitutes 2.52% of their stock portfolio, and Winfield Associates, Inc. now holds 0.03% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2014Q1. And since then Winfield Associates, Inc. has made 8 purchases of DVY, at an average price of $99.21, for a total of 84,037.00 shares. In addition, there have been 13 sales at an average price of $82.07 for 29,755.00 shares. Based on historical transaction data and DVY's current price of $137.37, Winfield Associates, Inc.'s estimated gain on his DVY holdings is $1.56 Mil, reflecting a 18.72% gain to date.
Winfield Associates, Inc. DVY ($137.37) Holding Chart
Winfield Associates, Inc. DVY ($137.37) 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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