Schneider Downs Wealth Management Advisors’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
2018
Q2
Sell
-2,149
Closed -$204K 55
2018
Q1
$204K Hold
2,149
0.12% 50
2017
Q4
$212K Hold
2,149
0.12% 42
2017
Q3
$201K Buy
+2,149
New +$201K 0.13% 40