Concentrum 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
Q2
$415K Buy
2025
Q1
$374K Buy
2024
Q4
$216K Buy
2020
Q2
Sell
2020
Q1
$230K Hold
2019
Q4
$315K Hold
2019
Q3
$302K Hold
2019
Q2
$303K Sell
2019
Q1
$345K Hold
2018
Q4
$312K Buy