Engrave Wealth Partners’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
2020
Q3
Sell
-2,881
Closed -$232K 161
2020
Q2
$232K Buy
2,881
+2,105
+271% +$170K 0.21% 43
2020
Q1
$57K Hold
776
0.07% 84
2019
Q4
$81K Buy
+776
New +$81K 0.08% 90