PBMares Wealth Management’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 | $204K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $427K | Sell |
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|
2024
Q1 | $449K | Buy |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $250K | Buy |
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