MSWA
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Marshall & Sterling Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		$87.7K Buy
661
+1
+0.2% +$133 0.06% 116
2025
Q1 		$88.7K Sell
660
-1
-0.2% -$134 0.06% 110
2024
Q4 		$86.7K Buy
+661
New +$86.7K 0.06% 103