Triad Wealth Partners’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	-2,545	Closed	-$342K	–	292
2025 Q1	$342K	Buy	+2,545	New	+$342K	0.11%	142
2024 Q3	–	Sell	-333	Closed	-$40.3K	–	282
2024 Q2	$40.3K	Buy	+333	New	+$40.3K	0.02%	256