Insigneo Advisory Services’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
2024
Q2
Sell
-3,061
Closed -$377K 607
2024
Q1
$377K Buy
+3,061
New +$377K 0.04% 325
2023
Q4
Sell
-5,000
Closed -$546K 442
2023
Q3
$546K Buy
+5,000
New +$546K 0.11% 176