LPAM
Lodestar Private Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
3,579
+844
| +31% | +$98.9K | 0.05% | 157 |
|
|
2025
Q1 | $331K | Buy |
2,735
+17
| +0.6% | +$2.06K | 0.04% | 165 |
|
|
2024
Q4 | $305K | Buy |
2,718
+27
| +1% | +$3.03K | 0.04% | 175 |
|
|
2024
Q3 | $316K | Buy |
2,691
+120
| +5% | +$14.1K | 0.04% | 172 |
|
|
2024
Q2 | $279K | Buy |
2,571
+148
| +6% | +$16.1K | 0.04% | 181 |
|
|
2024
Q1 | $267K | Buy |
2,423
+18
| +0.7% | +$1.98K | 0.04% | 185 |
|
|
2023
Q4 | $245K | Buy |
2,405
+18
| +0.8% | +$1.84K | 0.04% | 185 |
|
|
2023
Q3 | $236K | Hold |
2,387
| – | – | 0.04% | 175 |
|
|
2023
Q2 | $241K | Buy |
2,387
+18
| +0.8% | +$1.82K | 0.04% | 179 |
|
|
2023
Q1 | $241K | Sell |
2,369
-25
| -1% | -$2.54K | 0.04% | 176 |
|
|
2022
Q4 | $250K | Buy |
+2,394
| New | +$250K | 0.05% | 171 |
|