Provenance Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Provenance Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$285K	Hold
2025 Q2	$267K	Hold
2025 Q1	$270K	Hold
2024 Q4	$264K	Hold
2024 Q3	$271K	Hold
2024 Q2	$243K	Hold
2024 Q1	$247K	Buy
2023 Q4	$166K	Sell
2023 Q3	$408K	Buy