SageGuard Financial Group’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
2021
Q3
Sell
-12,171
Closed -$1.42M 53
2021
Q2
$1.42M Sell
12,171
-719
-6% -$83.8K 0.64% 43
2021
Q1
$1.46M Sell
12,890
-522
-4% -$59K 0.68% 40
2020
Q4
$1.28M Buy
+13,412
New +$1.28M 0.62% 44