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Wetzel Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Wetzel Investment Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-552
Closed -$68K – 325
2024
Q2 		$68K Hold
552
– – 0.04% 208
2024
Q1 		$64.5K Hold
552
– – 0.04% 221
2023
Q4 		$65K Buy
+552
New +$65K 0.04% 224