EPG 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 | – | Sell |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $242K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $229K | Buy |
|
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|
2023
Q4 | $212K | Sell |
|
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $223K | Buy |
|
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | $214K | Buy |
|
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|
2021
Q3 | $198K | Sell |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $1.78M | Sell |
|
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $49K | Buy |
|