Beverly Hills Private Wealth’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
Q1
Sell
-9,447
Closed -$1.11M 357
2023
Q4
$1.11M Buy
+9,447
New +$1.11M 0.29% 85