Helen Stephens Group’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
2023 Q2	–	Sell	-3,356	Closed	-$393K	–	70
2023 Q1	$393K	Buy	3,356 +29	+0.9%	+$3.4K	0.2%	54
2022 Q4	$401K	Buy	+3,327	New	+$401K	0.24%	50