Lyell Wealth Management’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 Q3	–	Sell	-3,753	Closed	-$425K	–	180
2023 Q2	$425K	Sell	3,753 -245	-6%	-$27.8K	0.05%	139
2023 Q1	$468K	Buy	3,998 +1,965	+97%	+$230K	0.07%	141
2022 Q4	$245K	Hold	2,033	–	–	0.04%	175
2022 Q3	$218K	Buy	+2,033	New	+$218K	0.04%	176