Wealth Architects’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
2021
Q4
Sell
-2,295
Closed -$263K 203
2021
Q3
$263K Hold
2,295
0.05% 151
2021
Q2
$268K Hold
2,295
0.05% 145
2021
Q1
$262K Hold
2,295
0.06% 132
2020
Q4
$221K Buy
+2,295
New +$221K 0.05% 143