Physician Wealth Advisors’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 | $7.5K | Hold |
64
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $7.75K | Hold |
64
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $7.19K | Buy |
+64
| New | +$7.19K | ﹤0.01% | 684 |
|
|
2022
Q4 | – | Sell |
-24,209
| Closed | -$2.35M | – | 154 |
|
|
2022
Q3 | $2.35M | Buy |
24,209
+269
| +1% | +$26.2K | 0.72% | 28 |
|
|
2022
Q2 | $2.48M | Buy |
+23,940
| New | +$2.48M | 0.72% | 28 |
|