Strategic Wealth Management’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
2021
Q4
$3.5M Hold
2021
Q3
$3.28M Buy
2021
Q2
$1.84M Sell
2021
Q1
$1.84M Buy
2015
Q2
Sell
2015
Q1
$1.65M Buy