Westshore Wealth’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
Q3
Sell
-12,110
Closed -$1.41M 97
2021
Q2
$1.41M Hold
12,110
0.73% 25
2021
Q1
$1.38M Buy
+12,110
New +$1.38M 0.79% 24
2019
Q4
$211K Buy
+2,000
New +$211K 0.23% 69