Kiely Wealth Advisory 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
2024 Q4	$250K	Sell	1,859 -760	-29%	-$102K	0.16%	53
2024 Q3	$362K	Sell	2,619 -60	-2%	-$8.3K	0.23%	33
2024 Q2	$338K	Sell	2,679 -14	-0.5%	-$1.77K	0.19%	28
2024 Q1	$325K	Hold	2,693	–	–	0.19%	28
2023 Q4	$315K	Buy	+2,693	New	+$315K	0.18%	30