Gunn & Company Investment 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
2024
Q3
Sell
-3,700
Closed -$448K 80
2024
Q2
$448K Buy
+3,700
New +$448K 0.03% 97
2024
Q1
Sell
-4,300
Closed -$504K 82
2023
Q4
$504K Buy
+4,300
New +$504K 0.03% 75