SageView Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,188
| Closed | -$776K | – | 581 |
|
|
2024
Q1 | $776K | Buy |
9,188
+6,860
| +295% | +$579K | 0.04% | 237 |
|
|
2023
Q4 | $273K | Sell |
2,328
-22,142
| -90% | -$2.59M | 0.01% | 536 |
|
|
2023
Q3 | $2.63M | Buy |
24,470
+387
| +2% | +$41.7K | 0.15% | 89 |
|
|
2023
Q2 | $2.73M | Buy |
24,083
+2,055
| +9% | +$233K | 0.15% | 90 |
|
|
2023
Q1 | $2.58M | Buy |
+22,028
| New | +$2.58M | 0.16% | 95 |
|