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
Q4 | $332K | Sell |
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|
2025
Q3 | $381K | Sell |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $216K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $302K | Hold |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $345K | Hold |
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|
2018
Q4 | $312K | Buy |
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