Lane & Associates’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
Q1 | $2.34M | Buy |
19,289
+224
| +1% | +$27.1K | 1.26% | 22 |
|
|
2024
Q4 | $2.19M | Sell |
19,065
-2,128
| -10% | -$244K | 1.13% | 25 |
|
|
2024
Q3 | $2.49M | Buy |
21,193
+1,939
| +10% | +$228K | 1.36% | 19 |
|
|
2024
Q2 | $2.09M | Sell |
19,254
-3,296
| -15% | -$358K | 1.23% | 23 |
|
|
2024
Q1 | $2.49M | Buy |
22,550
+520
| +2% | +$57.3K | 1.56% | 17 |
|
|
2023
Q4 | $2.25M | Sell |
22,030
-832
| -4% | -$84.9K | 1.63% | 16 |
|
|
2023
Q3 | $2.26M | Sell |
22,862
-1,825
| -7% | -$180K | 1.82% | 13 |
|
|
2023
Q2 | $2.49M | Sell |
24,687
-7,491
| -23% | -$755K | 1.98% | 11 |
|
|
2023
Q1 | $3.27M | Sell |
32,178
-1,176
| -4% | -$120K | 2.92% | 8 |
|
|
2022
Q4 | $3.48M | Buy |
+33,354
| New | +$3.48M | 3.29% | 7 |
|