Widmann Financial Services’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
2024
Q3
Sell
-1,378
Closed -$167K 112
2024
Q2
$167K Buy
+1,378
New +$167K 0.14% 105
2022
Q1
Sell
-935
Closed -$114K 179
2021
Q4
$114K Buy
+935
New +$114K 0.09% 116