Pinnacle Private Wealth’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
Q2
$1.65M Buy
13,992
+3,920
+39% +$461K 0.64% 39
2022
Q1
$1.29M Buy
10,072
+3,755
+59% +$481K 0.4% 58
2021
Q4
$774K Buy
+6,317
New +$774K 0.24% 99