Nalls Sherbakoff 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
Q4
$62.9K Sell
537
-130
-19% -$15.2K 0.06% 149
2023
Q3
$71.8K Buy
667
+1
+0.2% +$108 0.07% 134
2023
Q2
$72.2K Hold
666
0.07% 136
2023
Q1
$77.2K Buy
+666
New +$77.2K 0.08% 134
2018
Q4
$119K Buy
+1,333
New +$119K 0.19% 66