Fogel 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
Q2 | $311K | Sell |
2,345
-525
| -18% | -$69.7K | 0.17% | 37 |
|
|
2025
Q1 | $385K | Hold |
2,870
| – | – | 0.21% | 34 |
|
|
2024
Q4 | $377K | Hold |
2,870
| – | – | 0.19% | 32 |
|
|
2024
Q3 | $388K | Hold |
2,870
| – | – | 0.2% | 31 |
|
|
2024
Q2 | $347K | Hold |
2,870
| – | – | 0.18% | 31 |
|
|
2024
Q1 | $348K | Buy |
2,870
+245
| +9% | +$29.7K | 0.2% | 30 |
|
|
2023
Q4 | $299K | Buy |
+2,625
| New | +$299K | 0.23% | 26 |
|