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Custom Portfolio Group’s iShares Select Dividend ETF DVY Stock Holding History

Custom Portfolio Group’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$387K Sell
3,200
-700
-18% -$84.7K 0.3% 33
2024
Q1 		$480K Hold
3,900
– – 0.4% 28
2023
Q4 		$457K Buy
+3,900
New +$457K 0.41% 25