Lockerman Financial Group’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
2023
Q2
Sell
-4,189
Closed -$491K 78
2023
Q1
$491K Buy
4,189
+11
+0.3% +$1.29K 1.35% 19
2022
Q4
$504K Buy
+4,178
New +$504K 1.47% 19