Clear Perspectives Financial Planning’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 Q1	$6.51M	Sell	55,540 -31,894	-36%	-$3.74M	3.65%	12
2022 Q4	$10.5M	Buy	87,434 +2,289	+3%	+$276K	5.6%	6
2022 Q3	$9.13M	Sell	85,145 -14,695	-15%	-$1.58M	4.48%	7
2022 Q2	$11.7M	Buy	+99,840	New	+$11.7M	4.58%	9