Sage Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $414K | Buy |
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|
2025
Q2 | $384K | Buy |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $419K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $272K | Hold |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $370K | Buy |
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|
2019
Q1 | $358K | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $318K | Sell |
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|
2018
Q2 | $804K | Buy |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $296K | Buy |
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|
2017
Q3 | $281K | Buy |
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|
2017
Q2 | $276K | Buy |
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