Westmount Partners’s iShares Select Dividend ETF DVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,941	Closed	-$276K	–	248
2025 Q3	$276K	Sell	1,941 -357	-16%	-$49.4K	0.07%	201
2025 Q2	$305K	Sell	2,298 -62	-3%	-$8.03K	0.08%	192
2025 Q1	$317K	Sell	2,360 -354	-13%	-$47.5K	0.1%	176
2024 Q4	$356K	Sell	2,714 -304	-10%	-$41.4K	0.11%	147
2024 Q3	$408K	Sell	3,018 -210	-7%	-$27.1K	0.12%	138
2024 Q2	$388K	Buy	3,228 +63	+2%	+$7.65K	0.13%	133
2024 Q1	$390K	Sell	3,165 -88	-3%	-$10.3K	0.14%	136
2023 Q4	$381K	Sell	3,253 -141	-4%	-$15.5K	0.16%	132
2023 Q3	$365K	Sell	3,394 -50	-1%	-$5.69K	0.16%	135
2023 Q2	$390K	Hold	3,444	–	–	0.17%	122
2023 Q1	$404K	Hold	3,444	–	–	0.19%	113
2022 Q4	$415K	Buy	+3,444	New	+$407K	0.22%	108