EA
Everpar Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
2,609
+754
| +41% | +$88.3K | 0.14% | 199 |
|
|
2025
Q1 | $225K | Sell |
1,855
-1,686
| -48% | -$204K | 0.12% | 236 |
|
|
2024
Q4 | $398K | Buy |
+3,541
| New | +$398K | 0.2% | 138 |
|
|
2024
Q3 | – | Sell |
-2,764
| Closed | -$300K | – | 267 |
|
|
2024
Q2 | $300K | Buy |
2,764
+246
| +10% | +$26.7K | 0.15% | 190 |
|
|
2024
Q1 | $278K | Sell |
2,518
-2,536
| -50% | -$279K | 0.17% | 187 |
|
|
2023
Q4 | $515K | Buy |
+5,054
| New | +$515K | 0.24% | 146 |
|