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Halpern Financial’s iShares Select Dividend ETF DVY Stock Holding History

Halpern Financial’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-70
Closed -$8.51K – 229
2024
Q1 		$8.51K Sell
70
-123
-64% -$14.9K ﹤0.01% 165
2023
Q4 		$22.6K Buy
+193
New +$22.6K 0.01% 135