RDWM
Red Door Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Hold |
12,550
| – | – | 0.18% | 86 |
|
2025
Q1 | $1.52M | Hold |
12,550
| – | – | 0.22% | 73 |
|
2024
Q4 | $1.41M | Buy |
12,550
+550
| +5% | +$61.7K | 0.22% | 75 |
|
2024
Q3 | $1.41M | Hold |
12,000
| – | – | 0.23% | 72 |
|
2024
Q2 | $1.3M | Hold |
12,000
| – | – | 0.23% | 72 |
|
2024
Q1 | $1.32M | Hold |
12,000
| – | – | 0.25% | 71 |
|
2023
Q4 | $1.22M | Hold |
12,000
| – | – | 0.27% | 69 |
|
2023
Q3 | $1.19M | Hold |
12,000
| – | – | 0.3% | 62 |
|
2023
Q2 | $1.21M | Hold |
12,000
| – | – | 0.27% | 68 |
|
2023
Q1 | $1.22M | Buy |
+12,000
| New | +$1.22M | 0.38% | 60 |
|