True Capital 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
2023
Q1
$375K Sell
3,201
-327
-9% -$38.3K 0.26% 72
2022
Q4
$426K Buy
+3,528
New +$426K 0.35% 64