Beam 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 | – | Sell |
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|
2025
Q1 | $5.55M | Sell |
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|
2024
Q4 | $5.6M | Sell |
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|
2024
Q3 | $23.3M | Buy |
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|
2024
Q2 | $21.2M | Buy |
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|
2024
Q1 | $14.4M | Sell |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $9.08M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.07M | Buy |
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