Planning Capital Management Corporation’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
2024 Q3	$91.7K	Hold	679	–	–	0.06%	141
2024 Q2	$82.2K	Hold	679	–	–	0.06%	151
2024 Q1	$83.6K	Buy	679 +2	+0.3%	+$246	0.06%	146
2023 Q4	$79.3K	Buy	+677	New	+$79.3K	0.06%	151