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One Charles Private Wealth Services’s iShares Select Dividend ETF DVY Stock Holding History

One Charles Private Wealth Services’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,186
Closed -$251K – 121
2021
Q3 		$251K Buy
2,186
+1
+0% +$115 0.14% 105
2021
Q2 		$255K Buy
+2,185
New +$255K 0.17% 97