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Trinity Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Trinity Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,345
Closed -$248K – 23
2019
Q4 		$248K Buy
+2,345
New +$248K 0.25% 23