Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.8M | Buy |
89,715
+4,896
| +6% | +$590K | 2.58% | 9 |
|
|
2022
Q3 | $9.09M | Buy |
84,819
+59,590
| +236% | +$6.39M | 2.6% | 9 |
|
|
2022
Q2 | $2.97M | Buy |
25,229
+19,245
| +322% | +$2.26M | 0.84% | 15 |
|
|
2022
Q1 | $767K | Buy |
5,984
+69
| +1% | +$8.84K | 0.21% | 45 |
|
|
2021
Q4 | $725K | Buy |
5,915
+1
| +0% | +$123 | 0.16% | 50 |
|
|
2021
Q3 | $679K | Hold |
5,914
| – | – | 0.17% | 53 |
|
|
2021
Q2 | $690K | Buy |
5,914
+25
| +0.4% | +$2.92K | 0.18% | 50 |
|
|
2021
Q1 | $672K | Buy |
5,889
+398
| +7% | +$45.4K | 0.19% | 48 |
|
|
2020
Q4 | $528K | Buy |
+5,491
| New | +$528K | 0.17% | 55 |
|