FNWM
Financial Network Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $523K | Hold |
4,322
| – | – | 0.18% | 66 |
|
|
2024
Q4 | $485K | Hold |
4,322
| – | – | 0.17% | 67 |
|
|
2024
Q3 | $508K | Hold |
4,322
| – | – | 0.18% | 68 |
|
|
2024
Q2 | $469K | Buy |
+4,322
| New | +$469K | 0.18% | 69 |
|
|
2024
Q1 | – | Sell |
-4,322
| Closed | -$440K | – | 68 |
|
|
2023
Q4 | $440K | Sell |
4,322
-1,387
| -24% | -$141K | 0.19% | 66 |
|
|
2023
Q3 | $557K | Hold |
5,709
| – | – | 0.27% | 52 |
|
|
2023
Q2 | $594K | Hold |
5,709
| – | – | 0.27% | 53 |
|
|
2023
Q1 | $580K | Hold |
5,709
| – | – | 0.29% | 55 |
|
|
2022
Q4 | $595K | Sell |
5,709
-4
| -0.1% | -$417 | 0.32% | 52 |
|
|
2022
Q3 | $522K | Hold |
5,713
| – | – | 0.33% | 40 |
|
|
2022
Q2 | $574K | Buy |
5,713
+3,650
| +177% | +$367K | 0.34% | 40 |
|
|
2022
Q1 | $221K | Buy |
2,063
+14
| +0.7% | +$1.5K | 0.12% | 101 |
|
|
2021
Q4 | $207K | Sell |
2,049
-224
| -10% | -$22.6K | 0.1% | 112 |
|
|
2021
Q3 | $214K | Buy |
+2,273
| New | +$214K | 0.12% | 103 |
|