Angeles Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $151K | Sell |
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|
2025
Q2 | $144K | Buy |
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|
2025
Q1 | $143K | Hold |
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|
2024
Q4 | $140K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $197K | Hold |
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|
2023
Q4 | $187K | Hold |
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|
2023
Q3 | $172K | Hold |
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|
2023
Q2 | $181K | Hold |
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|
2023
Q1 | $187K | Hold |
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|
2022
Q4 | $193K | Hold |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $188K | Hold |
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|
2022
Q1 | $205K | Buy |
|