Loveless Wealth Management’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
2022
Q2
$671K Hold
2022
Q1
$731K Sell
2021
Q4
$718K Hold
2021
Q3
$672K Hold
2021
Q2
$683K Sell
2021
Q1
$681K Hold
2020
Q4
$574K Hold
2020
Q3
$486K Sell
2020
Q2
$498K Hold
2020
Q1
$453K Hold
2019
Q4
$645K Buy