Valtinson Bruner Financial Planning’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
2020
Q1
Sell
-2,010
Closed -$210K 72
2019
Q4
$210K Hold
2,010
0.15% 72
2019
Q3
$203K Hold
2,010
0.17% 65
2019
Q2
$200K Buy
+2,010
New +$200K 0.17% 47