Sutton Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sutton Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.22M	Sell
2023 Q2	$1.28M	Sell
2023 Q1	$1.35M	Sell
2022 Q4	$1.4M	Hold
2022 Q3	$1.24M	Hold
2022 Q2	$1.36M	Sell
2022 Q1	$1.5M	Buy
2021 Q4	$1.29M	Hold
2021 Q3	$1.2M	Sell
2021 Q2	$1.25M	Sell
2021 Q1	$1.24M	Sell
2020 Q4	$1.07M	Sell
2020 Q3	$952K	Sell
2020 Q2	$944K	Sell
2020 Q1	$861K	Sell
2019 Q4	$1.24M	Hold
2019 Q3	$1.2M	Sell
2019 Q2	$1.2M	Sell
2019 Q1	$1.21M	Sell
2018 Q4	$1.21M	Buy
2018 Q3	$1.28M	Buy
2018 Q2	$1.24M	Hold
2018 Q1	$1.21M	Hold
2017 Q4	$1.25M	Buy
2017 Q3	$1.16M	Buy
2017 Q2	$1.12M	Buy
2017 Q1	$1.07M	Buy
2016 Q4	$995K	Hold
2016 Q3	$963K	Buy
2016 Q2	$946K	Buy
2016 Q1	$840K	Buy