Apollon Wealth Management’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 | $262K | Buy |
2,233
+3
| +0.1% | +$351 | 0.01% | 1065 |
|
2025
Q1 | $270K | Sell |
2,230
-341
| -13% | -$41.3K | 0.01% | 990 |
|
2024
Q4 | $289K | Buy |
2,571
+717
| +39% | +$80.5K | 0.01% | 962 |
|
2024
Q3 | $218K | Sell |
1,854
-54
| -3% | -$6.35K | 0.01% | 1034 |
|
2024
Q2 | $207K | Sell |
1,908
-158
| -8% | -$17.2K | 0.01% | 1011 |
|
2024
Q1 | $228K | Sell |
2,066
-593
| -22% | -$65.4K | 0.01% | 987 |
|
2023
Q4 | $271K | Sell |
2,659
-70
| -3% | -$7.14K | 0.01% | 883 |
|
2023
Q3 | $270K | Sell |
2,729
-9,833
| -78% | -$972K | 0.01% | 735 |
|
2023
Q2 | $1.27M | Sell |
12,562
-4,779
| -28% | -$482K | 0.06% | 327 |
|
2023
Q1 | $1.76M | Sell |
17,341
-3,109
| -15% | -$316K | 0.11% | 199 |
|
2022
Q4 | $2.13M | Buy |
20,450
+12,526
| +158% | +$1.31M | 0.15% | 147 |
|
2022
Q3 | $723K | Sell |
7,924
-1,659
| -17% | -$151K | 0.06% | 351 |
|
2022
Q2 | $962K | Buy |
+9,583
| New | +$962K | 0.08% | 270 |
|