Synergy Investment 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
2025 Q2	–	Sell	-524	Closed	-$70.3K	–	207
2025 Q1	$70.3K	Sell	524 -560	-52%	-$75.2K	0.03%	200
2024 Q4	$142K	Buy	+1,084	New	+$142K	0.06%	146