Sunbeam 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
2025
Q1
Sell
-1,865
Closed -$245K 81
2024
Q4
$245K Buy
+1,865
New +$245K 0.23% 73