AWM
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Accurate Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Accurate Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,856
Closed -$230K – 566
2022
Q4 		$230K Buy
+1,856
New +$230K 0.08% 197