Independence Trust’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
2015
Q3
Sell
-2,997
Closed -$225K 105
2015
Q2
$225K Hold
2,997
0.15% 98
2015
Q1
$234K Sell
2,997
-934
-24% -$72.9K 0.15% 102
2014
Q4
$312K Buy
+3,931
New +$312K 0.19% 92