Hefty Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Hefty Wealth Partners’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$40K	Sell
2017 Q4	$53K	Buy
2017 Q3	$30K	Buy
2017 Q2	–	Sell
2017 Q1	$66K	Buy
2016 Q4	–	Sell
2016 Q3	$57K	Hold
2016 Q2	$57K	Buy
2016 Q1	$50K	Buy