BWM
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BKM Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

BKM 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
2024
Q1 		– Sell
-1,219
Closed -$143K – 284
2023
Q4 		$143K Buy
+1,219
New +$143K 0.06% 176