FWM
FSA 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
Q2 | $87.4K | Buy |
893
+584
| +189% | +$57.2K | 0.03% | 98 |
|
|
2025
Q1 | $17.8K | Sell |
309
-266
| -46% | -$15.3K | 0.01% | 231 |
|
|
2024
Q4 | $64.5K | Buy |
575
+12
| +2% | +$1.35K | 0.03% | 126 |
|
|
2024
Q3 | $66.2K | Buy |
+563
| New | +$66.2K | 0.03% | 128 |
|
|
2024
Q1 | $61.5K | Buy |
558
+4
| +0.7% | +$441 | 0.03% | 128 |
|
|
2023
Q4 | $57K | Buy |
+554
| New | +$57K | 0.03% | 128 |
|
|
2021
Q1 | – | Sell |
-527
| Closed | -$46K | – | 128 |
|
|
2020
Q4 | $46K | Buy |
+527
| New | +$46K | 0.02% | 134 |
|
|
2020
Q3 | – | Sell |
-527
| Closed | -$43K | – | 179 |
|
|
2020
Q2 | $43K | Hold |
527
| – | – | 0.03% | 133 |
|
|
2020
Q1 | $38K | Hold |
527
| – | – | 0.03% | 119 |
|
|
2019
Q4 | $52K | Buy |
+527
| New | +$52K | 0.04% | 127 |
|