Novak Financial Planning’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
2021
Q2
$1.16M Sell
9,966
-613
-6% -$71.5K 0.57% 58
2021
Q1
$1.21M Buy
10,579
+25
+0.2% +$2.85K 0.66% 50
2020
Q4
$1.02M Buy
+10,554
New +$1.02M 0.6% 51