Consilium Wealth Advisory’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
2022
Q1
Sell
-2,900
Closed -$356K 85
2021
Q4
$356K Buy
+2,900
New +$356K 0.23% 71