Cove Private Wealth’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
$1.1M Buy
8,280
+3,250
+65% +$432K 0.39% 65
2025
Q1
$675K Buy
5,030
+3,000
+148% +$403K 0.36% 70
2024
Q4
$267K Buy
+2,030
New +$267K 0.16% 97