WJ Wealth 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
2023
Q1
Sell
-2,902
Closed -$350K 54
2022
Q4
$350K Hold
2,902
0.2% 42
2022
Q3
$311K Hold
2,902
0.2% 44
2022
Q2
$342K Buy
+2,902
New +$342K 0.24% 38