Herold Advisors’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
-250
Closed -$32K 304
2022
Q1
$32K Buy
+250
New +$32K 0.01% 441
2021
Q4
Sell
-250
Closed -$28K 304
2021
Q3
$28K Buy
+250
New +$28K 0.01% 467