Number of Shares
54,282.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
2.52%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
19.26%

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 $138.19, Winfield Associates, Inc.'s estimated gain on his DVY holdings is $1.61 Mil, reflecting a 19.26% gain to date.

Winfield Associates, Inc. DVY ($138.19) Holding Chart

Winfield Associates, Inc. DVY ($138.19) 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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