Toth Financial Advisory’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 | $66.3K | Buy |
+566
| New | +$66.3K | 0.01% | 276 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$1.99K | – | 760 |
|
|
2023
Q3 | $1.99K | Hold |
20
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $2.03K | Hold |
20
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $2.03K | Hold |
20
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $2.09K | Buy |
+20
| New | +$2.09K | ﹤0.01% | 582 |
|
|
2020
Q3 | – | Sell |
-90
| Closed | -$7K | – | 562 |
|
|
2020
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 310 |
|
|
2019
Q4 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 310 |
|