AWA
Amplius Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
6,765
| – | – | 0.07% | 92 |
|
|
2025
Q1 | $819K | Hold |
6,765
| – | – | 0.09% | 81 |
|
|
2024
Q4 | $759K | Sell |
6,765
-690
| -9% | -$77.5K | 0.08% | 84 |
|
|
2024
Q3 | $877K | Hold |
7,455
| – | – | 0.1% | 76 |
|
|
2024
Q2 | $810K | Hold |
7,455
| – | – | 0.09% | 78 |
|
|
2024
Q1 | $822K | Sell |
7,455
-1,000
| -12% | -$110K | 0.09% | 78 |
|
|
2023
Q4 | $862K | Hold |
8,455
| – | – | 0.1% | 68 |
|
|
2023
Q3 | $836K | Sell |
8,455
-291
| -3% | -$28.8K | 0.11% | 70 |
|
|
2023
Q2 | $882K | Hold |
8,746
| – | – | 0.12% | 69 |
|
|
2023
Q1 | $889K | Hold |
8,746
| – | – | 0.13% | 74 |
|
|
2022
Q4 | $912K | Hold |
8,746
| – | – | 0.15% | 74 |
|
|
2022
Q3 | $798K | Hold |
8,746
| – | – | 0.14% | 67 |
|
|
2022
Q2 | $878K | Sell |
8,746
-1,077
| -11% | -$108K | 0.14% | 64 |
|
|
2022
Q1 | $1.05M | Sell |
9,823
-274
| -3% | -$29.3K | 0.16% | 62 |
|
|
2021
Q4 | $1.02M | Buy |
+10,097
| New | +$1.02M | 0.14% | 68 |
|