Mission 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 | $398K | Buy |
3,400
+16
| +0.5% | +$1.88K | 0.01% | 504 |
|
|
2025
Q1 | $410K | Buy |
3,384
+312
| +10% | +$37.8K | 0.01% | 479 |
|
|
2024
Q4 | $345K | Sell |
3,072
-71
| -2% | -$7.97K | 0.01% | 498 |
|
|
2024
Q3 | $370K | Buy |
3,143
+462
| +17% | +$54.3K | 0.01% | 483 |
|
|
2024
Q2 | $291K | Sell |
2,681
-74
| -3% | -$8.04K | 0.01% | 511 |
|
|
2024
Q1 | $304K | Sell |
2,755
-261
| -9% | -$28.8K | 0.01% | 521 |
|
|
2023
Q4 | $308K | Buy |
3,016
+597
| +25% | +$60.9K | 0.01% | 448 |
|
|
2023
Q3 | $239K | Hold |
2,419
| – | – | 0.01% | 469 |
|
|
2023
Q2 | $244K | Sell |
2,419
-709
| -23% | -$71.5K | 0.01% | 462 |
|
|
2023
Q1 | $318K | Buy |
+3,128
| New | +$318K | 0.01% | 414 |
|