Capital Advisors Wealth Management’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
Q3 | $3.06M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $794K | Sell |
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|
2022
Q4 | $858K | Buy |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $569K | Buy |
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|
2022
Q1 | $595K | Buy |
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|
2021
Q4 | $549K | Sell |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $470K | Buy |
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