Meridian 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 | $391K | Sell |
3,339
-35
| -1% | -$4.1K | 0.02% | 506 |
|
|
2025
Q1 | $409K | Buy |
3,374
+21
| +0.6% | +$2.54K | 0.02% | 458 |
|
|
2024
Q4 | $376K | Buy |
3,353
+31
| +0.9% | +$3.48K | 0.02% | 476 |
|
|
2024
Q3 | $391K | Buy |
3,322
+12
| +0.4% | +$1.41K | 0.02% | 467 |
|
|
2024
Q2 | $360K | Buy |
+3,310
| New | +$360K | 0.04% | 213 |
|
|
2024
Q1 | – | Sell |
-3,348
| Closed | -$341K | – | 333 |
|
|
2023
Q4 | $341K | Sell |
3,348
-28
| -0.8% | -$2.86K | 0.02% | 469 |
|
|
2023
Q3 | $334K | Sell |
3,376
-309
| -8% | -$30.6K | 0.02% | 436 |
|
|
2023
Q2 | $371K | Buy |
3,685
+160
| +5% | +$16.1K | 0.03% | 386 |
|
|
2023
Q1 | $358K | Sell |
3,525
-37
| -1% | -$3.76K | 0.03% | 382 |
|
|
2022
Q4 | $371K | Buy |
3,562
+100
| +3% | +$10.4K | 0.04% | 367 |
|
|
2022
Q3 | $316K | Sell |
3,462
-241
| -7% | -$22K | 0.03% | 360 |
|
|
2022
Q2 | $372K | Buy |
+3,703
| New | +$372K | 0.03% | 403 |
|