Burns Matteson Capital Management’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
2023
Q2
Sell
-2,120
Closed -$248K 158
2023
Q1
$248K Buy
2,120
+51
+2% +$5.98K 0.16% 123
2022
Q4
$250K Buy
+2,069
New +$250K 0.17% 125