HWA
HHM Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7K | Hold |
833
| – | – | ﹤0.01% | 454 |
|
|
2025
Q1 | $25.8K | Hold |
833
| – | – | ﹤0.01% | 469 |
|
|
2024
Q4 | $22.8K | Hold |
833
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $25.2K | Sell |
833
-85
| -9% | -$2.57K | ﹤0.01% | 434 |
|
|
2024
Q2 | $25.4K | Hold |
918
| – | – | ﹤0.01% | 424 |
|
|
2024
Q1 | $25.7K | Sell |
918
-115
| -11% | -$3.23K | ﹤0.01% | 383 |
|
|
2023
Q4 | $28.9K | Hold |
1,033
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $26.2K | Hold |
1,033
| – | – | 0.01% | 363 |
|
|
2023
Q2 | $27.2K | Hold |
1,033
| – | – | 0.01% | 375 |
|
|
2023
Q1 | $28.4K | Hold |
1,033
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $28.1K | Sell |
1,033
-2,130
| -67% | -$57.9K | 0.01% | 318 |
|
|
2022
Q3 | $71K | Buy |
3,163
+1,745
| +123% | +$39.2K | 0.02% | 189 |
|
|
2022
Q2 | $39K | Hold |
1,418
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $45K | Hold |
1,418
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $44K | Buy |
1,418
+118
| +9% | +$3.66K | 0.01% | 323 |
|
|
2021
Q3 | $40K | Hold |
1,300
| – | – | 0.01% | 325 |
|
|
2021
Q2 | $42K | Hold |
1,300
| – | – | 0.01% | 323 |
|
|
2021
Q1 | $41K | Hold |
1,300
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $38K | Hold |
1,300
| – | – | 0.01% | 289 |
|
|
2020
Q3 | $32K | Buy |
+1,300
| New | +$32K | 0.01% | 271 |
|