SPWM
Straight Path 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 | $1.05M | Buy |
8,950
+70
| +0.8% | +$8.2K | 0.36% | 31 |
|
|
2025
Q1 | $1.08M | Sell |
8,880
-531
| -6% | -$64.3K | 0.44% | 26 |
|
|
2024
Q4 | $1.06M | Buy |
9,411
+94
| +1% | +$10.6K | 0.42% | 27 |
|
|
2024
Q3 | $1.1M | Buy |
9,317
+97
| +1% | +$11.4K | 0.47% | 27 |
|
|
2024
Q2 | $1M | Sell |
9,220
-7,202
| -44% | -$783K | 0.51% | 27 |
|
|
2024
Q1 | $1.81M | Buy |
16,422
+124
| +0.8% | +$13.7K | 1.02% | 15 |
|
|
2023
Q4 | $1.66M | Buy |
16,298
+331
| +2% | +$33.8K | 0.98% | 16 |
|
|
2023
Q3 | $1.58M | Hold |
15,967
| – | – | 1.07% | 16 |
|
|
2023
Q2 | $1.61M | Buy |
+15,967
| New | +$1.61M | 1.1% | 16 |
|