SteelPeak Wealth’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 | $5.29M | Buy |
+45,119
| New | +$5.29M | 0.2% | 94 |
|
|
2025
Q1 | – | Sell |
-5,000
| Closed | -$561K | – | 515 |
|
|
2024
Q4 | $561K | Buy |
+5,000
| New | +$561K | 0.02% | 308 |
|
|
2024
Q1 | – | Sell |
-55,382
| Closed | -$5.65M | – | 439 |
|
|
2023
Q4 | $5.65M | Buy |
+55,382
| New | +$5.65M | 0.33% | 77 |
|
|
2023
Q1 | – | Sell |
-5,956
| Closed | -$621K | – | 378 |
|
|
2022
Q4 | $621K | Sell |
5,956
-37,558
| -86% | -$3.92M | 0.05% | 214 |
|
|
2022
Q3 | $3.97M | Sell |
43,514
-12,808
| -23% | -$1.17M | 0.3% | 74 |
|
|
2022
Q2 | $5.66M | Buy |
+56,322
| New | +$5.66M | 0.41% | 60 |
|