TrueWealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $413K | Hold |
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|
2025
Q2 | $395K | Buy |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $743K | Buy |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $507K | Hold |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $568K | Sell |
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|
2020
Q4 | $1.19M | Buy |
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