Freedman Financial Associates’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
2022
Q2
Sell
-2,645
Closed -$339K 118
2022
Q1
$339K Hold
2,645
0.23% 50
2021
Q4
$324K Hold
2,645
0.22% 46
2021
Q3
$303K Hold
2,645
0.22% 46
2021
Q2
$308K Hold
2,645
0.23% 44
2021
Q1
$302K Hold
2,645
0.25% 43
2020
Q4
$254K Buy
+2,645
New +$254K 0.23% 45