Atomi Financial Group’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 | $518K | Buy |
4,418
+125
| +3% | +$14.6K | 0.02% | 575 |
|
|
2025
Q1 | $520K | Buy |
4,293
+396
| +10% | +$48K | 0.02% | 519 |
|
|
2024
Q4 | $437K | Sell |
3,897
-5,161
| -57% | -$579K | 0.02% | 532 |
|
|
2024
Q3 | $1.07M | Buy |
9,058
+2,116
| +30% | +$249K | 0.07% | 235 |
|
|
2024
Q2 | $755K | Buy |
6,942
+2,000
| +40% | +$217K | 0.06% | 270 |
|
|
2024
Q1 | $545K | Buy |
4,942
+141
| +3% | +$15.5K | 0.05% | 322 |
|
|
2023
Q4 | $490K | Sell |
4,801
-29
| -0.6% | -$2.96K | 0.07% | 277 |
|
|
2023
Q3 | $478K | Buy |
4,830
+2,731
| +130% | +$270K | 0.16% | 162 |
|
|
2023
Q2 | $212K | Sell |
2,099
-49
| -2% | -$4.94K | 0.1% | 240 |
|
|
2023
Q1 | $218K | Buy |
+2,148
| New | +$218K | 0.12% | 196 |
|