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LM Advisors’s iShares Select Dividend ETF DVY Stock Holding History

LM Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,125
Closed -$132K – 348
2023
Q4 		$132K Buy
+1,125
New +$132K 0.03% 225