SC&H Financial Advisors’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
2023
Q1
Sell
2022
Q4
$315K Sell
2022
Q3
$284K Buy
2022
Q2
$310K Buy
2022
Q1
$337K Buy
2021
Q4
$322K Buy