Soundmark 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
2024 Q2	–	Sell	-1,803	Closed	-$222K	–	25
2024 Q1	$222K	Buy	1,803 +3	+0.2%	+$370	0.1%	63
2023 Q4	$211K	Buy	+1,800	New	+$211K	0.1%	63