WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $792K | Hold |
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|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $791K | Buy |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $824K | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $945K | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.32M | Buy |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $12K | Sell |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $106K | Sell |
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|
2019
Q4 | $185K | Hold |
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|
2019
Q3 | $178K | Buy |
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|
2019
Q2 | $177K | Sell |
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|
2019
Q1 | $182K | Buy |
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|
2018
Q4 | $140K | Sell |
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|
2018
Q3 | $188K | Buy |
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|
2018
Q2 | $176K | Buy |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $54K | Buy |
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