GWP
Gateway Wealth Partners’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 | $434K | Hold |
3,704
| – | – | 0.08% | 221 |
|
|
2025
Q1 | $449K | Sell |
3,704
-314
| -8% | -$38K | 0.1% | 195 |
|
|
2024
Q4 | $451K | Buy |
4,018
+374
| +10% | +$42K | 0.12% | 178 |
|
|
2024
Q3 | $429K | Sell |
3,644
-3,435
| -49% | -$404K | 0.12% | 160 |
|
|
2024
Q2 | $770K | Buy |
7,079
+5
| +0.1% | +$544 | 0.23% | 99 |
|
|
2024
Q1 | $780K | Buy |
7,074
+25
| +0.4% | +$2.76K | 0.28% | 83 |
|
|
2023
Q4 | $719K | Sell |
7,049
-306
| -4% | -$31.2K | 0.29% | 79 |
|
|
2023
Q3 | $727K | Buy |
7,355
+175
| +2% | +$17.3K | 0.13% | 101 |
|
|
2023
Q2 | $724K | Sell |
7,180
-389
| -5% | -$39.2K | 0.13% | 98 |
|
|
2023
Q1 | $769K | Sell |
7,569
-149
| -2% | -$15.1K | 0.12% | 92 |
|
|
2022
Q4 | $805K | Buy |
+7,718
| New | +$805K | 0.14% | 76 |
|