Surevest’s iShares Select Dividend ETF DVY Stock Holding History

Surevest’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$16K	Hold
2022 Q2	$18K	Hold
2022 Q1	$19K	Hold
2021 Q4	$18K	Buy
2019 Q1	–	Sell
2018 Q4	$452K	Buy