Perfromance Wealth Partners’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
Q3 | $275K | Buy |
|
|||||
|
2025
Q2 | $252K | Sell |
|
|||||
|
2025
Q1 | $265K | Sell |
|
|||||
|
2024
Q4 | $289K | Sell |
|
|||||
|
2024
Q3 | $331K | Buy |
|
|||||
|
2024
Q2 | $281K | Sell |
|
|||||
|
2024
Q1 | $439K | Sell |
|
|||||
|
2023
Q4 | $460K | Sell |
|
|||||
|
2023
Q3 | $500K | Sell |
|
|||||
|
2023
Q2 | $547K | Sell |
|
|||||
|
2023
Q1 | $639K | Sell |
|
|||||
|
2022
Q4 | $721K | Sell |
|
|||||
|
2022
Q3 | $660K | Sell |
|
|||||
|
2022
Q2 | $728K | Sell |
|
|||||
|
2022
Q1 | $810K | Buy |
|
|||||
|
2021
Q4 | $758K | Buy |
|