Sweeney & Michel’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 | $17.7M | Buy |
147,755
+6,019
| +4% | +$721K | 6.29% | 3 |
|
|
2025
Q1 | $15.4M | Buy |
+141,736
| New | +$15.4M | 6.72% | 3 |
|
|
2024
Q3 | $15.9M | Sell |
133,052
-4,036
| -3% | -$482K | 6.26% | 4 |
|
|
2024
Q2 | $14.8M | Buy |
137,088
+139
| +0.1% | +$15K | 6.29% | 4 |
|
|
2024
Q1 | $15.2M | Buy |
+136,949
| New | +$15.2M | 6.71% | 3 |
|
|
2023
Q3 | $12.8M | Sell |
132,846
-3,614
| -3% | -$348K | 6.7% | 4 |
|
|
2023
Q2 | $14M | Buy |
136,460
+2,523
| +2% | +$260K | 7.23% | 4 |
|
|
2023
Q1 | $13.3M | Buy |
+133,937
| New | +$13.3M | 7.08% | 5 |
|