Sunbeam Capital Management, LLC DVY Holdings History
Sunbeam Capital Management, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Sunbeam Capital Management, LLC held - shares of iShares Select Dividend ETF(DVY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sunbeam Capital Management, LLC now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $134.09 for 1,865.00 shares. Based on historical transaction data and DVY's current price of $137.52, Sunbeam Capital Management, LLC's estimated gain on his DVY holdings is $-4,084.35, reflecting a -1.61% gain to date.
Sunbeam Capital Management, LLC DVY ($137.52) Holding Chart
Sunbeam Capital Management, LLC DVY ($137.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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