Sunesis Advisors’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
2024
Q1
Sell
2023
Q4
$267K Hold
2023
Q3
$246K Buy
2023
Q1
$263K Buy
2019
Q4
Sell
2019
Q3
$204K Buy
2018
Q4
Sell
2018
Q3
$200K Buy