Personal CFO Solutions’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
2022
Q3
Sell
-1,701
Closed -$200K 430
2022
Q2
$200K Hold
1,701
0.05% 399
2022
Q1
$218K Buy
1,701
+2
+0.1% +$256 0.04% 422
2021
Q4
$208K Buy
+1,699
New +$208K 0.04% 427