MBM Wealth Consultants’s iShares Core High Dividend ETF HDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.8K	Buy	+875	New	+$23.3K	0.01%	195
2023 Q2	–	Sell	-195	Closed	-$4K	–	177
2023 Q1	$4K	Hold	195	–	–	﹤0.01%	235
2022 Q4	$4K	Hold	195	–	–	﹤0.01%	272
2022 Q3	$4K	Hold	195	–	–	﹤0.01%	237
2022 Q2	$4K	Hold	195	–	–	﹤0.01%	243
2022 Q1	$4K	Hold	195	–	–	﹤0.01%	267
2021 Q4	$4K	Sell	195 -250	-56%	-$4.9K	﹤0.01%	256
2021 Q3	$8K	Hold	445	–	–	﹤0.01%	242
2021 Q2	$9K	Hold	445	–	–	﹤0.01%	222
2021 Q1	$8K	Hold	445	–	–	﹤0.01%	218
2020 Q4	$8K	Sell	445 -30	-6%	-$508	﹤0.01%	190
2020 Q3	$8K	Hold	475	–	–	0.01%	183
2020 Q2	$8K	Sell	475 -550	-54%	-$8.88K	0.01%	176
2020 Q1	$15K	Sell	1,025 -500	-33%	-$8.83K	0.01%	150
2019 Q4	$30K	Sell	1,525 -270	-15%	-$5.15K	0.02%	138
2019 Q3	$34K	Buy	1,795 +1,345	+299%	+$25.3K	0.03%	131
2019 Q2	$9K	Sell	450 -3,300	-88%	-$61.9K	0.01%	172
2019 Q1	$70K	Hold	3,750	–	–	0.06%	107
2018 Q4	$63K	Buy	+3,750	New	+$66.7K	0.06%	116