LWM
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Lenox Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Lenox Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-92
Closed -$8K – 487
2017
Q3 		$8K Hold
92
– – ﹤0.01% 417
2017
Q2 		$8K Buy
+92
New +$8K ﹤0.01% 396