Endurance Wealth Management’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
2023 Q2	$63K	Hold	560	–	–	0.01%	311
2023 Q1	$66K	Hold	560	–	–	0.01%	314
2022 Q4	$68K	Hold	560	–	–	0.01%	291
2022 Q3	$60K	Hold	560	–	–	0.01%	300
2022 Q2	$66K	Hold	560	–	–	0.01%	294
2022 Q1	$72K	Hold	560	–	–	0.01%	308
2021 Q4	$69K	Hold	560	–	–	0.01%	321
2021 Q3	$64K	Hold	560	–	–	0.01%	326
2021 Q2	$65K	Hold	560	–	–	0.01%	335
2021 Q1	$64K	Hold	560	–	–	0.01%	331
2020 Q4	$54K	Hold	560	–	–	0.01%	319
2020 Q3	$46K	Hold	560	–	–	0.01%	314
2020 Q2	$45K	Hold	560	–	–	0.01%	315
2020 Q1	$41K	Hold	560	–	–	0.01%	302
2019 Q4	$59K	Hold	560	–	–	0.01%	266
2019 Q3	$57K	Hold	560	–	–	0.01%	270
2019 Q2	$56K	Hold	560	–	–	0.01%	260
2019 Q1	$55K	Hold	560	–	–	0.01%	262
2018 Q4	$50K	Hold	560	–	–	0.01%	261
2018 Q3	$56K	Hold	560	–	–	0.01%	270
2018 Q2	$55K	Hold	560	–	–	0.01%	269
2018 Q1	$53K	Hold	560	–	–	0.01%	280
2017 Q4	$55K	Hold	560	–	–	0.01%	269
2017 Q3	$52K	Hold	560	–	–	0.01%	267
2017 Q2	$52K	Hold	560	–	–	0.01%	271
2017 Q1	$51K	Hold	560	–	–	0.01%	271
2016 Q4	$50K	Hold	560	–	–	0.01%	267
2016 Q3	$47K	Sell	560 -50	-8%	-$4.2K	0.01%	271
2016 Q2	$52K	Buy	610 +50	+9%	+$4.26K	0.01%	256
2016 Q1	$46	Hold	560	–	–	0.01%	267
2015 Q4	$42K	Hold	560	–	–	0.01%	281
2015 Q3	$43K	Hold	560	–	–	0.01%	284
2015 Q2	$42K	Buy	+560	New	+$42K	0.01%	287