Sageworth Trust’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
Q2 | $870K | Hold |
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|
2025
Q1 | $880K | Hold |
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|
2024
Q4 | $860K | Sell |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $30.4M | Buy |
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|
2023
Q2 | $29.4M | Sell |
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|
2023
Q1 | $47.5M | Buy |
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|
2022
Q4 | $30.6M | Buy |
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|
2022
Q3 | $23.8M | Sell |
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|
2022
Q2 | $39.3M | Buy |
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