Smith Salley Wealth Management’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 Q4	–	Sell	-2,015	Closed	-$201K	–	174
2018 Q3	$201K	Sell	2,015 -350	-15%	-$34.9K	0.03%	184
2018 Q2	$231K	Sell	2,365 -273	-10%	-$26.7K	0.04%	167
2018 Q1	$251K	Buy	+2,638	New	+$251K	0.05%	158