Coppell Advisory Solutions Corp’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
$465K Buy
+3,775
New +$465K 0.09% 154
2023
Q1
$7.34M Buy
63,276
+9,585
+18% +$1.11M 2.41% 3
2022
Q4
$6.48M Buy
+53,691
New +$6.48M 2.19% 4