New England Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $373K | Hold |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $368K | Buy |
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