Angeles Wealth 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
Q2 | $144K | Buy |
1,086
+20
| +2% | +$2.66K | 0.01% | 348 |
|
|
2025
Q1 | $143K | Hold |
1,066
| – | – | 0.01% | 294 |
|
|
2024
Q4 | $140K | Hold |
1,066
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $144K | Hold |
1,066
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $129K | Sell |
1,066
-533
| -33% | -$64.5K | 0.01% | 242 |
|
|
2024
Q1 | $197K | Hold |
1,599
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $187K | Hold |
1,599
| – | – | 0.02% | 196 |
|
|
2023
Q3 | $172K | Hold |
1,599
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $181K | Hold |
1,599
| – | – | 0.02% | 181 |
|
|
2023
Q1 | $187K | Hold |
1,599
| – | – | 0.03% | 173 |
|
|
2022
Q4 | $193K | Hold |
1,599
| – | – | 0.03% | 170 |
|
|
2022
Q3 | $171K | Hold |
1,599
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $188K | Hold |
1,599
| – | – | 0.04% | 162 |
|
|
2022
Q1 | $205K | Buy |
+1,599
| New | +$205K | 0.04% | 158 |
|