Abundance Wealth Counselors’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
Q1 | – | Sell |
-18,391
| Closed | -$2.07M | – | 153 |
|
|
2024
Q4 | $2.07M | Buy |
18,391
+13,734
| +295% | +$1.54M | 0.45% | 35 |
|
|
2024
Q3 | $548K | Hold |
4,657
| – | – | 0.11% | 108 |
|
|
2024
Q2 | $506K | Sell |
4,657
-209
| -4% | -$22.7K | 0.23% | 58 |
|
|
2024
Q1 | $536K | Sell |
4,866
-16,921
| -78% | -$1.86M | 0.12% | 101 |
|
|
2023
Q4 | $2.22M | Buy |
+21,787
| New | +$2.22M | 0.58% | 26 |
|