Sax Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
18,282
-419
| -2% | -$55.6K | 0.15% | 86 |
|
|
2025
Q1 | $2.51M | Buy |
18,701
+2,904
| +18% | +$390K | 0.18% | 76 |
|
|
2024
Q4 | $2.07M | Buy |
15,797
+23
| +0.1% | +$3.02K | 0.16% | 73 |
|
|
2024
Q3 | $2.13M | Buy |
15,774
+146
| +0.9% | +$19.7K | 0.19% | 58 |
|
|
2024
Q2 | $1.89M | Buy |
15,628
+6,287
| +67% | +$761K | 0.18% | 61 |
|
|
2024
Q1 | $1.15M | Sell |
9,341
-344
| -4% | -$42.4K | 0.13% | 68 |
|
|
2023
Q4 | $1.14M | Buy |
9,685
+36
| +0.4% | +$4.22K | 0.19% | 66 |
|
|
2023
Q3 | $1.04M | Sell |
9,649
-715
| -7% | -$77K | 0.2% | 66 |
|
|
2023
Q2 | $1.17M | Sell |
10,364
-84
| -0.8% | -$9.52K | 0.23% | 61 |
|
|
2023
Q1 | $1.22M | Buy |
10,448
+508
| +5% | +$59.5K | 0.27% | 58 |
|
|
2022
Q4 | $1.2M | Buy |
9,940
+579
| +6% | +$69.8K | 0.28% | 56 |
|
|
2022
Q3 | $1M | Sell |
9,361
-229
| -2% | -$24.6K | 0.26% | 59 |
|
|
2022
Q2 | $1.13M | Buy |
9,590
+351
| +4% | +$41.3K | 0.29% | 57 |
|
|
2022
Q1 | $1.18M | Sell |
9,239
-6,294
| -41% | -$807K | 0.29% | 53 |
|
|
2021
Q4 | $1.9M | Sell |
15,533
-424
| -3% | -$52K | 0.4% | 47 |
|
|
2021
Q3 | $1.83M | Sell |
15,957
-400
| -2% | -$45.9K | 0.43% | 45 |
|
|
2021
Q2 | $1.91M | Hold |
16,357
| – | – | 0.65% | 38 |
|
|
2021
Q1 | $1.87M | Buy |
16,357
+829
| +5% | +$94.6K | 0.68% | 40 |
|
|
2020
Q4 | $1.49M | Buy |
+15,528
| New | +$1.49M | 0.69% | 41 |
|