Alpha Financial Partners’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,990
Closed -$350K 94
2023
Q1
$350K Buy
2,990
+808
+37% +$94.7K 0.39% 49
2022
Q4
$263K Buy
+2,182
New +$263K 0.32% 61