Westside 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
2025 Q2	$39.8K	Hold	300	–	–	0.01%	498
2025 Q1	$40.3K	Hold	300	–	–	0.01%	435
2024 Q4	$39.4K	Hold	300	–	–	0.01%	439
2024 Q3	$40.5K	Hold	300	–	–	0.01%	433
2024 Q2	$36.3K	Hold	300	–	–	0.01%	434
2024 Q1	$37K	Hold	300	–	–	0.01%	423
2023 Q4	$35.2K	Hold	300	–	–	0.01%	407
2023 Q3	$32.3K	Hold	300	–	–	0.01%	409
2023 Q2	$34K	Hold	300	–	–	0.01%	412
2023 Q1	$35.2K	Hold	300	–	–	0.01%	401
2022 Q4	$36	Hold	300	–	–	﹤0.01%	448
2022 Q3	$32	Hold	300	–	–	﹤0.01%	452
2022 Q2	$35	Hold	300	–	–	﹤0.01%	445
2022 Q1	$38	Hold	300	–	–	﹤0.01%	446
2021 Q4	$36	Hold	300	–	–	﹤0.01%	433
2021 Q3	$34	Hold	300	–	–	﹤0.01%	425
2021 Q2	$34	Hold	300	–	–	﹤0.01%	412
2021 Q1	$34	Hold	300	–	–	﹤0.01%	402
2020 Q4	$28	Hold	300	–	–	﹤0.01%	392
2020 Q3	$24	Sell	300 -811	-73%	-$65	﹤0.01%	399
2020 Q2	$89	Sell	1,111 -913	-45%	-$73	﹤0.01%	284
2020 Q1	$148	Buy	+2,024	New	+$148	﹤0.01%	255
2019 Q2	$213	Buy	+2,147	New	+$213	﹤0.01%	188
2018 Q4	$215K	Buy	2,409 +560	+30%	+$50K	0.08%	150
2018 Q3	$185K	Hold	1,849	–	–	0.06%	154
2018 Q2	$181K	Buy	1,849 +5	+0.3%	+$489	0.06%	165
2018 Q1	$173K	Buy	1,844 +4	+0.2%	+$374	0.09%	165
2017 Q4	$183K	Buy	1,840 +3	+0.2%	+$299	0.1%	159
2017 Q3	$173K	Buy	1,837 +2	+0.1%	+$188	0.1%	151
2017 Q2	$168K	Buy	1,835 +3	+0.2%	+$274	0.11%	148
2017 Q1	$166K	Buy	1,832 +281	+18%	+$25.5K	0.08%	141
2016 Q4	$138K	Buy	+1,551	New	+$138K	0.09%	116