American Financial & Tax Strategies’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 | $3.61M | Buy |
30,806
+695
| +2% | +$81.4K | 1.87% | 16 |
|
2025
Q1 | $3.65M | Sell |
30,111
-2,638
| -8% | -$320K | 1.96% | 16 |
|
2024
Q4 | $3.68M | Buy |
32,749
+284
| +0.9% | +$31.9K | 1.91% | 16 |
|
2024
Q3 | $3.82M | Sell |
32,465
-1,171
| -3% | -$138K | 1.94% | 16 |
|
2024
Q2 | $3.66M | Buy |
33,636
+70
| +0.2% | +$7.61K | 1.93% | 17 |
|
2024
Q1 | $3.7M | Buy |
33,566
+17
| +0.1% | +$1.87K | 1.99% | 18 |
|
2023
Q4 | $3.42M | Buy |
+33,549
| New | +$3.42M | 1.96% | 17 |
|