Essex Private 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
2020 Q2	–	Sell	-7,576	Closed	-$557K	–	58
2020 Q1	$557K	Sell	7,576 -347	-4%	-$25.5K	0.73%	29
2019 Q4	$837K	Buy	+7,923	New	+$837K	0.85%	27