Morton Brown Family Wealth’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 | $2.75M | Hold |
23,453
| – | – | 0.84% | 17 |
|
|
2025
Q1 | $2.84M | Sell |
23,453
-147
| -0.6% | -$17.8K | 0.97% | 16 |
|
|
2024
Q4 | $2.65M | Sell |
23,600
-1,343
| -5% | -$151K | 0.92% | 17 |
|
|
2024
Q3 | $2.93M | Sell |
24,943
-181
| -0.7% | -$21.3K | 1.04% | 17 |
|
|
2024
Q2 | $2.84M | Sell |
25,124
-2,272
| -8% | -$257K | 1.12% | 16 |
|
|
2024
Q1 | $3.02M | Sell |
27,396
-1,564
| -5% | -$172K | 1.25% | 16 |
|
|
2023
Q4 | $2.95M | Sell |
28,960
-1,541
| -5% | -$157K | 1.29% | 15 |
|
|
2023
Q3 | $3.02M | Sell |
30,501
-3,535
| -10% | -$350K | 1.54% | 13 |
|
|
2023
Q2 | $3.43M | Sell |
34,036
-649
| -2% | -$65.4K | 1.83% | 14 |
|
|
2023
Q1 | $3.53M | Sell |
34,685
-292
| -0.8% | -$29.7K | 2.1% | 12 |
|
|
2022
Q4 | $3.65M | Sell |
34,977
-1,924
| -5% | -$201K | 2.49% | 11 |
|
|
2022
Q3 | $3.37M | Sell |
36,901
-942
| -2% | -$86K | 2.68% | 12 |
|
|
2022
Q2 | $3.8M | Sell |
37,843
-418
| -1% | -$42K | 2.94% | 12 |
|
|
2022
Q1 | $4.09M | Sell |
38,261
-1,995
| -5% | -$213K | 3.09% | 10 |
|
|
2021
Q4 | $4.07M | Buy |
+40,256
| New | +$4.07M | 3.11% | 10 |
|