Lineweaver Wealth Advisors’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
2023 Q4	–	Sell	-2,979	Closed	-$321K	–	133
2023 Q3	$321K	Sell	2,979 -824	-22%	-$93.7K	0.09%	113
2023 Q2	$431K	Sell	3,803 -479	-11%	-$54.6K	0.12%	88
2023 Q1	$502K	Sell	4,282 -544	-11%	-$65.8K	0.15%	85
2022 Q4	$582K	Sell	4,826 -335	-6%	-$39.6K	0.18%	85
2022 Q3	$553K	Sell	5,161 -139	-3%	-$16.7K	0.18%	84
2022 Q2	$623K	Buy	5,300 +228	+4%	+$28.5K	0.21%	77
2022 Q1	$649K	Sell	5,072 -12	-0.2%	-$1.5K	0.19%	81
2021 Q4	$623K	Sell	5,084 -395	-7%	-$47.1K	0.18%	77
2021 Q3	$628K	Sell	5,479 -1,684	-24%	-$197K	0.19%	68
2021 Q2	$835K	Buy	7,163 +4,668	+187%	+$555K	0.27%	53
2021 Q1	$284K	Buy	+2,495	New	+$264K	0.1%	92