DJYG
BDJ icon

David J. Yvars Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

David J. Yvars Group’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$931K Buy
97,410
+849
+0.9% +$7.78K 0.44% 29
2026
Q1 		$826K Buy
96,561
+840
+0.9% +$7.84K 0.46% 34
2025
Q4 		$904K Buy
95,721
+1,304
+1% +$11.9K 0.48% 29
2025
Q3 		$858K Buy
94,417
+816
+0.9% +$7.29K 0.46% 31
2025
Q2 		$830K Buy
93,601
+975
+1% +$8.2K 0.49% 29
2025
Q1 		$798K Buy
92,626
+930
+1% +$8.1K 0.63% 27
2024
Q4 		$760K Sell
91,696
-21,586
-19% -$188K 0.46% 33
2024
Q3 		$980K Sell
113,282
-1,538
-1% -$12.9K 0.61% 28
2024
Q2 		$937K Buy
114,820
+858
+0.8% +$6.98K 0.59% 28
2024
Q1 		$941K Buy
113,962
+848
+0.7% +$6.76K 0.63% 29
2023
Q4 		$875K Sell
113,114
-82,907
-42% -$625K 0.7% 24
2023
Q3 		$1.49M Sell
196,021
-889
-0.5% -$7.11K 1.24% 20
2023
Q2 		$1.64M Sell
196,910
-805
-0.4% -$6.69K 1.35% 19
2023
Q1 		$1.7M Sell
197,715
-9,404
-5% -$83.8K 1.53% 21
2022
Q4 		$1.86M Buy
207,119
+5,686
+3% +$50.3K 2.33% 11
2022
Q3 		$1.64M Sell
201,433
-147
-0.1% -$1.36K 1.82% 16
2022
Q2 		$1.81M Buy
201,580
+3,944
+2% +$36.9K 2.46% 9
2022
Q1 		$1.96M Sell
197,636
-17,071
-8% -$167K 1.36% 19
2021
Q4 		$2.17M Sell
214,707
-7,493
-3% -$75.4K 1.34% 16
2021
Q3 		$2.2M Buy
222,200
+447
+0.2% +$4.51K 1.28% 18
2021
Q2 		$2.25M Buy
221,753
+4,032
+2% +$40.5K 1.27% 20
2021
Q1 		$2.05M Buy
217,721
+61,970
+40% +$547K 1.31% 20
2020
Q4 		$1.31M Buy
+155,751
New +$1.22M 0.89% 20

Other funds holding BDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return