Potentia 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
2025 Q2	–	Sell	-1,559	Closed	-$209K	–	81
2025 Q1	$209K	Buy	1,559 +2	+0.1%	+$268	0.1%	86
2024 Q4	$204K	Buy	+1,557	New	+$204K	0.09%	94