Berger Financial Group’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
2024 Q4	–	Sell	-1,493	Closed	-$202K	–	415
2024 Q3	$202K	Buy	+1,493	New	+$202K	0.01%	383
2021 Q2	–	Sell	-1,829	Closed	-$209K	–	205
2021 Q1	$209K	Sell	1,829 -484	-21%	-$55.3K	0.05%	186
2020 Q4	$222K	Buy	+2,313	New	+$222K	0.04%	192