Kingswood Wealth Advisors’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 | $512K | Sell |
4,368
-129
| -3% | -$15.1K | 0.04% | 405 |
|
|
2025
Q1 | $544K | Sell |
4,497
-905
| -17% | -$110K | 0.05% | 369 |
|
|
2024
Q4 | $606K | Sell |
5,402
-9,564
| -64% | -$1.07M | 0.05% | 389 |
|
|
2024
Q3 | $1.76M | Buy |
14,966
+10,758
| +256% | +$1.27M | 0.13% | 185 |
|
|
2024
Q2 | $457K | Sell |
4,208
-198
| -4% | -$21.5K | 0.04% | 413 |
|
|
2024
Q1 | $486K | Sell |
4,406
-393
| -8% | -$43.3K | 0.06% | 356 |
|
|
2023
Q4 | $489K | Buy |
4,799
+312
| +7% | +$31.8K | 0.06% | 348 |
|
|
2023
Q3 | $444K | Buy |
+4,487
| New | +$444K | 0.08% | 270 |
|