Daymark Wealth Partners’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	$602K	Buy	5,137 +647	+14%	+$75.8K	0.02%	322
2025 Q1	$544K	Sell	4,490 -791	-15%	-$95.8K	0.02%	317
2024 Q4	$593K	Sell	5,281 -998	-16%	-$112K	0.03%	298
2024 Q3	$738K	Sell	6,279 -264	-4%	-$31.1K	0.03%	286
2024 Q2	$711K	Buy	+6,543	New	+$711K	0.03%	283