Optivise Advisory Services’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	$854K	Buy	6,430 +183	+3%	+$24.3K	0.44%	62
2025 Q1	$839K	Sell	6,247 -1,296	-17%	-$174K	0.47%	55
2024 Q4	$990K	Sell	7,543 -28	-0.4%	-$3.68K	0.53%	51
2024 Q3	$1.02M	Hold	7,571	–	–	0.54%	51
2024 Q2	$916K	Buy	+7,571	New	+$916K	0.49%	55