Compass Planning Associates’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
2025 Q2	$3.39K	Buy	26 +1	+4%	+$130	﹤0.01%	117
2025 Q1	$3.39K	Hold	25	–	–	﹤0.01%	123
2024 Q4	$3.29K	Buy	+25	New	+$3.29K	﹤0.01%	128