Octavia Wealth Advisors’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
2025 Q2	$205K	Sell	1,540 -150	-9%	-$19.9K	0.02%	222
2025 Q1	$227K	Hold	1,690	–	–	0.03%	206
2024 Q4	$222K	Hold	1,690	–	–	0.03%	207
2024 Q3	$228K	Hold	1,690	–	–	0.03%	200
2024 Q2	$204K	Buy	+1,690	New	+$204K	0.03%	207