Patriot Wealth Management’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
2018
Q4
Sell
-6,334
Closed -$632K 81
2018
Q3
$632K Buy
+6,334
New +$632K 0.08% 71