WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $217K | Buy |
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|
2025
Q3 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $152K | Sell |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q1 | $496K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2016
Q3 | $43K | Sell |
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|
2016
Q2 | $44.1K | Buy |
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|
2015
Q4 | $12.5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $12K | Buy |
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