Iron Horse 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 | $19.7K | Buy |
168
+158
| +1,580% | +$18.6K | 0.01% | 215 |
|
|
2025
Q1 | $1.25K | Hold |
10
| – | – | ﹤0.01% | 497 |
|
|
2024
Q4 | $1.15K | Hold |
10
| – | – | ﹤0.01% | 426 |
|
|
2024
Q3 | $1.19K | Hold |
10
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $1.09K | Hold |
10
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $1.09K | Sell |
10
-94
| -90% | -$10.3K | ﹤0.01% | 394 |
|
|
2023
Q4 | $10.6K | Hold |
104
| – | – | ﹤0.01% | 183 |
|
|
2023
Q3 | $10.3K | Buy |
104
+94
| +940% | +$9.26K | 0.01% | 182 |
|
|
2023
Q2 | $973 | Buy |
10
+1
| +11% | +$97 | ﹤0.01% | 269 |
|
|
2023
Q1 | $973 | Hold |
9
| – | – | ﹤0.01% | 298 |
|
|
2022
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 217 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | -$1K | – | 274 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 204 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 191 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 176 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 174 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 167 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 158 |
|