Sequoia Financial 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 | $6.43M | Sell |
48,410
-13,092
| -21% | -$1.74M | 0.04% | 238 |
|
|
2025
Q1 | $8.26M | Sell |
61,502
-2,568
| -4% | -$345K | 0.06% | 212 |
|
|
2024
Q4 | $8.41M | Buy |
64,070
+16,234
| +34% | +$2.13M | 0.08% | 195 |
|
|
2024
Q3 | $6.46M | Buy |
47,836
+1,041
| +2% | +$141K | 0.07% | 189 |
|
|
2024
Q2 | $5.66M | Buy |
46,795
+2,321
| +5% | +$281K | 0.07% | 178 |
|
|
2024
Q1 | $5.48M | Buy |
44,474
+1,029
| +2% | +$127K | 0.07% | 191 |
|
|
2023
Q4 | $5.09M | Buy |
43,445
+2,583
| +6% | +$303K | 0.06% | 213 |
|
|
2023
Q3 | $4.4M | Sell |
40,862
-1,252
| -3% | -$135K | 0.08% | 160 |
|
|
2023
Q2 | $4.77M | Sell |
42,114
-1,755
| -4% | -$199K | 0.08% | 163 |
|
|
2023
Q1 | $5.14M | Sell |
43,869
-9,608
| -18% | -$1.13M | 0.11% | 141 |
|
|
2022
Q4 | $6.45M | Buy |
53,477
+17,081
| +47% | +$2.06M | 0.16% | 121 |
|
|
2022
Q3 | $3.9M | Buy |
36,396
+3,736
| +11% | +$401K | 0.12% | 129 |
|
|
2022
Q2 | $3.84M | Buy |
32,660
+3,077
| +10% | +$362K | 0.11% | 135 |
|
|
2022
Q1 | $3.79M | Buy |
29,583
+6,435
| +28% | +$824K | 0.09% | 137 |
|
|
2021
Q4 | $2.84M | Buy |
23,148
+15,814
| +216% | +$1.94M | 0.08% | 147 |
|
|
2021
Q3 | $841K | Sell |
7,334
-14,514
| -66% | -$1.66M | 0.09% | 117 |
|
|
2021
Q2 | $2.55M | Buy |
21,848
+408
| +2% | +$47.6K | 0.09% | 130 |
|
|
2021
Q1 | $2.45M | Buy |
21,440
+7,499
| +54% | +$856K | 0.1% | 117 |
|
|
2020
Q4 | $1.34M | Buy |
13,941
+4,804
| +53% | +$462K | 0.06% | 155 |
|
|
2020
Q3 | $745K | Buy |
9,137
+410
| +5% | +$33.4K | 0.04% | 189 |
|
|
2020
Q2 | $704K | Buy |
8,727
+144
| +2% | +$11.6K | 0.04% | 184 |
|
|
2020
Q1 | $631K | Buy |
8,583
+687
| +9% | +$50.5K | 0.05% | 163 |
|
|
2019
Q4 | $834K | Buy |
7,896
+485
| +7% | +$51.2K | 0.05% | 157 |
|
|
2019
Q3 | $756K | Sell |
7,411
-101
| -1% | -$10.3K | 0.05% | 150 |
|
|
2019
Q2 | $748K | Sell |
7,512
-243
| -3% | -$24.2K | 0.06% | 147 |
|
|
2019
Q1 | $761K | Buy |
+7,755
| New | +$761K | 0.06% | 142 |
|