Amplius Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
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|
2025
Q1 | $819K | Hold |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $877K | Hold |
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|
2024
Q2 | $810K | Hold |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $862K | Hold |
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|
2023
Q3 | $836K | Sell |
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|
2023
Q2 | $882K | Hold |
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|
2023
Q1 | $889K | Hold |
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|
2022
Q4 | $912K | Hold |
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|
2022
Q3 | $798K | Hold |
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|
2022
Q2 | $878K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.02M | Buy |
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