Golden State Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
1,412
+17
| +1% | +$1.99K | 0.02% | 390 |
|
|
2025
Q1 | $169K | Sell |
1,395
-21
| -1% | -$2.54K | 0.03% | 360 |
|
|
2024
Q4 | $159K | Buy |
+1,416
| New | +$159K | 0.02% | 358 |
|
|
2020
Q2 | – | Sell |
-306
| Closed | -$22K | – | 482 |
|
|
2020
Q1 | $22K | Buy |
+306
| New | +$22K | 0.01% | 486 |
|
|
2019
Q4 | – | Sell |
-306
| Closed | -$29K | – | 419 |
|
|
2019
Q3 | $29K | Sell |
306
-5
| -2% | -$474 | 0.01% | 550 |
|
|
2019
Q2 | $29K | Sell |
311
-124
| -29% | -$11.6K | 0.01% | 556 |
|
|
2019
Q1 | $41K | Buy |
+435
| New | +$41K | 0.01% | 495 |
|