SWA
Strategies Wealth Advisors’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 | $213K | Hold |
1,819
| – | – | 0.02% | 174 |
|
|
2025
Q1 | $220K | Hold |
1,819
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $211K | Hold |
1,819
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $214K | Sell |
1,819
-191
| -10% | -$22.5K | 0.03% | 88 |
|
|
2024
Q2 | $219K | Hold |
2,010
| – | – | 0.03% | 82 |
|
|
2024
Q1 | $221K | Buy |
2,010
+1
| +0% | +$110 | 0.03% | 89 |
|
|
2023
Q4 | $205K | Sell |
2,009
-19
| -0.9% | -$1.94K | 0.04% | 84 |
|
|
2023
Q3 | $201K | Hold |
2,028
| – | – | 0.04% | 76 |
|
|
2023
Q2 | $204K | Buy |
+2,028
| New | +$204K | 0.04% | 81 |
|