BHPW
Beverly Hills Private Wealth’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,718
| Closed | -$305K | – | 343 |
|
|
2024
Q4 | $305K | Buy |
+2,718
| New | +$305K | 0.06% | 254 |
|
|
2024
Q1 | – | Sell |
-21,154
| Closed | -$2.16M | – | 361 |
|
|
2023
Q4 | $2.16M | Buy |
+21,154
| New | +$2.16M | 0.56% | 49 |
|
|
2023
Q1 | – | Sell |
-5,429
| Closed | -$566K | – | 284 |
|
|
2022
Q4 | $566K | Buy |
+5,429
| New | +$566K | 0.25% | 100 |
|