WealthPlan Investment 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	–	Sell	-6,699	Closed	-$844K	–	470
2022 Q4	$844K	Buy	6,699 +1	+0%	+$126	0.06%	187
2022 Q3	$817K	Buy	+6,698	New	+$817K	0.06%	183
2022 Q1	$833K	Buy	+6,746	New	+$833K	0.06%	188