Christensen King & Associates Investment Services’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 | $333K | Sell |
2,845
-2,353
| -45% | -$276K | 0.15% | 74 |
|
|
2025
Q1 | $616K | Buy |
5,198
+16
| +0.3% | +$1.9K | 0.29% | 49 |
|
|
2024
Q4 | $584K | Sell |
5,182
-31
| -0.6% | -$3.49K | 0.27% | 49 |
|
|
2024
Q3 | $613K | Buy |
5,213
+24
| +0.5% | +$2.82K | 0.29% | 50 |
|
|
2024
Q2 | $564K | Buy |
5,189
+20
| +0.4% | +$2.17K | 0.28% | 52 |
|
|
2024
Q1 | $570K | Buy |
5,169
+16
| +0.3% | +$1.76K | 0.28% | 51 |
|
|
2023
Q4 | $526K | Buy |
+5,153
| New | +$526K | 0.28% | 50 |
|