San Luis 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
$218K Buy
1,864
+14
+0.8% +$1.64K 0.05% 131
2025
Q1
$224K Buy
1,850
+13
+0.7% +$1.57K 0.05% 124
2024
Q4
$206K Buy
1,837
+18
+1% +$2.02K 0.04% 136
2024
Q3
$214K Buy
+1,819
New +$214K 0.04% 133