Sargent Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

Sargent Investment Group’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Buy
2024 Q1	–	Sell
2023 Q4	$207K	Sell
2023 Q3	$265K	Hold
2023 Q2	$279K	Hold
2023 Q1	$289K	Hold
2022 Q4	$297K	Buy