True Wealth Design’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 | $56.5K | Sell |
482
-90
| -16% | -$10.5K | 0.02% | 188 |
|
|
2025
Q1 | $69.3K | Hold |
572
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $64.2K | Hold |
572
| – | – | 0.02% | 124 |
|
|
2024
Q3 | $67.3K | Hold |
572
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $62.2K | Hold |
572
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $63K | Hold |
572
| – | – | 0.02% | 153 |
|
|
2023
Q4 | $58.3K | Hold |
572
| – | – | 0.02% | 147 |
|
|
2023
Q3 | $56.6K | Hold |
572
| – | – | 0.02% | 144 |
|
|
2023
Q2 | $57.7K | Hold |
572
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $58.2K | Hold |
572
| – | – | 0.02% | 152 |
|
|
2022
Q4 | $59.6K | Buy |
+572
| New | +$59.6K | 0.03% | 142 |
|