Parsec Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$284K Hold
2022
Q4
$292K Hold
2022
Q3
$260K Buy
2020
Q1
Sell
2019
Q4
$225K Hold
2019
Q3
$217K Buy
2019
Q2
$201K Buy