Platform Technology Partners’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
2026 Q1	$1.3M	Buy	8,571 +1,134	+15%	+$171K	0.25%	93
2025 Q4	$1.05M	Buy	7,437 +1	+0%	+$141	0.22%	101
2025 Q3	$1.06M	Sell	7,436 -1,108	-13%	-$153K	0.25%	97
2025 Q2	$1.13M	Sell	8,544 -154	-2%	-$19.9K	0.3%	85
2025 Q1	$1.17M	Hold	8,698	–	–	0.34%	79
2024 Q4	$1.14M	Hold	8,698	–	–	0.35%	77
2024 Q3	$1.17M	Hold	8,698	–	–	0.37%	74
2024 Q2	$1.05M	Buy	+8,698	New	+$1.06M	0.36%	71
2023 Q4	$1.01M	Hold	8,697	–	–	0.39%	72
2023 Q3	$936K	Sell	8,697 -15	-0.2%	-$1.71K	0.44%	69
2023 Q2	$999K	Hold	8,712	–	–	0.47%	67
2023 Q1	$1.02M	Sell	8,712 -115	-1%	-$13.9K	0.5%	63
2022 Q4	$1.06M	Buy	8,827 +1	+0%	+$118	0.55%	60
2022 Q3	$946K	Buy	8,826 +1	+0%	+$120	0.54%	57
2022 Q2	$1.04M	Buy	8,825 +1	+0%	+$125	0.57%	52
2022 Q1	$1.13M	Sell	8,824 -30	-0.3%	-$3.75K	0.54%	50
2021 Q4	$1.08M	Buy	8,854 +16	+0.2%	+$1.91K	0.48%	56
2021 Q3	$1.01M	Buy	8,838 +31	+0.4%	+$3.62K	0.46%	61
2021 Q2	$1.03M	Buy	+8,807	New	+$1.05M	0.42%	65
2020 Q4	$722K	Buy	7,505 +1	+0%	+$91	0.35%	79
2020 Q3	$612K	Buy	7,504 +1	+0%	+$83	0.37%	77
2020 Q2	$606K	Buy	7,503 +2,837	+61%	+$227K	0.43%	68
2020 Q1	$343K	Sell	4,666 -49	-1%	-$4.68K	0.31%	97
2019 Q4	$498K	Buy	+4,715	New	+$486K	0.38%	78