Holistic Financial Partners’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
2018 Q2	–	Sell	-835	Closed	-$79K	–	127
2018 Q1	$79K	Hold	835	–	–	0.07%	135
2017 Q4	$82K	Buy	+835	New	+$82K	0.07%	136