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Beacon Harbor Wealth Advisors’s Davis Select Financial ETF DFNL Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio DFNL Stock Details DFNL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-318,633
Closed -$9.64M – 75
2023
Q4 		$9.64M Buy
+318,633
New +$9.64M 2.8% 5