Petix & Botte Financial’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$374K Sell
2021
Q4
$433K Sell
2021
Q3
$809K Buy
2021
Q2
$414K Hold
2021
Q1
$405K Hold
2020
Q4
$342K Hold
2020
Q3
$289K Sell
2020
Q2
$289K Buy
2020
Q1
$286K Sell
2019
Q4
$460K Buy