Lake Point Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$32K Sell
2022
Q1
$35K Sell
2021
Q4
$56K Buy
2021
Q3
$31K Hold
2021
Q2
$32K Buy
2020
Q1
$8K Sell
2019
Q4
$54K Buy
2019
Q2
$113K Hold
2019
Q1
$113K Sell
2018
Q4
$3.42M Buy