Paladin Advisory Group’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 | $194K | Buy |
1,654
+512
| +45% | +$60K | 0.15% | 83 |
|
|
2025
Q1 | $138K | Sell |
1,142
-6
| -0.5% | -$727 | 0.11% | 99 |
|
|
2024
Q4 | $129K | Sell |
1,148
-41
| -3% | -$4.6K | 0.1% | 106 |
|
|
2024
Q3 | $140K | Hold |
1,189
| – | – | 0.1% | 101 |
|
|
2024
Q2 | $129K | Sell |
1,189
-24
| -2% | -$2.6K | 0.1% | 101 |
|
|
2024
Q1 | $133K | Hold |
1,213
| – | – | 0.11% | 104 |
|
|
2023
Q4 | $124K | Hold |
1,213
| – | – | 0.1% | 106 |
|
|
2023
Q3 | $120K | Hold |
1,213
| – | – | 0.1% | 111 |
|
|
2023
Q2 | $122K | Hold |
1,213
| – | – | 0.1% | 115 |
|
|
2023
Q1 | $123K | Buy |
+1,213
| New | +$123K | 0.1% | 117 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 93 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 93 |
|
|
2022
Q2 | – | Sell |
-1,213
| Closed | -$130K | – | 93 |
|
|
2022
Q1 | $130K | Buy |
+1,213
| New | +$130K | 0.11% | 113 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 90 |
|