Lion Street Advisors’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
2021
Q1
Sell
-2,421
Closed -$212K 20
2020
Q4
$212K Sell
2,421
-2,095
-46% -$183K 0.52% 37
2020
Q3
$380K Buy
+4,516
New +$380K 0.77% 30
2020
Q2
Sell
-2,254
Closed -$166K 133
2020
Q1
$166K Buy
+2,254
New +$166K 0.9% 22