1 North Wealth Services’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
4,388
+153
| +4% | +$17.9K | 0.2% | 45 |
|
|
2025
Q1 | $513K | Sell |
4,235
-3,905
| -48% | -$473K | 0.24% | 41 |
|
|
2024
Q4 | $914K | Buy |
+8,140
| New | +$914K | 0.39% | 41 |
|
|
2019
Q4 | $1.84M | Buy |
18,759
+465
| +3% | +$45.6K | 1.14% | 29 |
|
|
2019
Q3 | $1.72M | Buy |
+18,294
| New | +$1.72M | 1.15% | 28 |
|
|
2019
Q1 | $1.71M | Buy |
18,350
+168
| +0.9% | +$15.7K | 1.21% | 27 |
|
|
2018
Q4 | $1.53M | Buy |
+18,182
| New | +$1.53M | 1.28% | 25 |
|