Kohmann Bosshard Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Hold	8,699	–	–	0.13%	70
2025 Q1	$1.17M	Sell	8,699 -525	-6%	-$70.5K	0.14%	69
2024 Q4	$1.21M	Sell	9,224 -620	-6%	-$81.4K	0.15%	70
2024 Q3	$1.33M	Hold	9,844	–	–	0.17%	66
2024 Q2	$1.19M	Hold	9,844	–	–	0.16%	68
2024 Q1	$1.21M	Hold	9,844	–	–	0.17%	74
2023 Q4	$1.15M	Sell	9,844 -36	-0.4%	-$4.22K	0.18%	72
2023 Q3	$1.06M	Buy	9,880 +140	+1%	+$15.1K	0.18%	70
2023 Q2	$1.1M	Sell	9,740 -138	-1%	-$15.6K	0.19%	69
2023 Q1	$1.16M	Hold	9,878	–	–	0.22%	66
2022 Q4	$1.19M	Sell	9,878 -128	-1%	-$15.4K	0.24%	62
2022 Q3	$1.07M	Hold	10,006	–	–	0.24%	58
2022 Q2	$1.18M	Hold	10,006	–	–	0.26%	51
2022 Q1	$1.28M	Hold	10,006	–	–	0.25%	51
2021 Q4	$1.23M	Sell	10,006 -690	-6%	-$84.6K	0.25%	51
2021 Q3	$1.23M	Sell	10,696 -85	-0.8%	-$9.75K	0.27%	47
2021 Q2	$1.26M	Hold	10,781	–	–	0.29%	46
2021 Q1	$1.23M	Sell	10,781 -22	-0.2%	-$2.51K	0.33%	44
2020 Q4	$1.04M	Hold	10,803	–	–	0.32%	48
2020 Q3	$881K	Sell	10,803 -917	-8%	-$74.8K	0.32%	48
2020 Q2	$947K	Sell	11,720 -365	-3%	-$29.5K	0.35%	46
2020 Q1	$889K	Buy	12,085 +22	+0.2%	+$1.62K	0.39%	45
2019 Q4	$1.28M	Hold	12,063	–	–	0.47%	31
2019 Q3	$1.23M	Sell	12,063 -160	-1%	-$16.3K	0.48%	31
2019 Q2	$1.22M	Sell	12,223 -180	-1%	-$17.9K	0.51%	31
2019 Q1	$1.22M	Sell	12,403 -910	-7%	-$89.4K	0.58%	30
2018 Q4	$1.19M	Sell	13,313 -273	-2%	-$24.4K	0.64%	30
2018 Q3	$1.36M	Buy	13,586 +325	+2%	+$32.4K	0.67%	28
2018 Q2	$1.3M	Sell	13,261 -179	-1%	-$17.5K	0.73%	26
2018 Q1	$1.28M	Buy	13,440 +2,500	+23%	+$238K	0.76%	25
2017 Q4	$1.08M	Sell	10,940 -150	-1%	-$14.8K	0.69%	27
2017 Q3	$1.04M	Buy	+11,090	New	+$1.04M	0.73%	27
2017 Q1	$1.01M	Hold	11,130	–	–	0.86%	27
2016 Q4	$1M	Buy	+11,130	New	+$1M	0.93%	28