WWA
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WCG Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

WCG Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,151
Closed -$249K – 185
2022
Q3 		$249K Buy
2,151
+127
+6% +$14.7K 0.03% 247
2022
Q2 		$238K Buy
+2,024
New +$238K 0.03% 237