ARS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $617K | Hold |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $628K | Sell |
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|
2020
Q3 | $599K | Sell |
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|
2020
Q2 | $695K | Sell |
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|
2020
Q1 | $783K | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.55M | Sell |
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|
2019
Q2 | $1.67M | Sell |
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|
2019
Q1 | $1.79M | Sell |
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|
2018
Q4 | $1.77M | Sell |
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|
2018
Q3 | $2.03M | Sell |
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|
2018
Q2 | $2.67M | Sell |
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|
2018
Q1 | $4.03M | Sell |
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|
2017
Q4 | $5.73M | Sell |
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|
2017
Q3 | $9.34M | Sell |
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|
2017
Q2 | $11.1M | Sell |
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|
2017
Q1 | $12.4M | Sell |
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|
2016
Q4 | $15.6M | Sell |
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|
2016
Q3 | $17.9M | Buy |
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|
2016
Q2 | $17.9M | Sell |
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|
2016
Q1 | $17.5M | Sell |
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|
2015
Q4 | $17.4M | Sell |
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|
2015
Q3 | $21.3M | Sell |
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|
2015
Q2 | $23.1M | Sell |
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|
2015
Q1 | $23.8M | Buy |
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|
2014
Q4 | $23.5M | Buy |
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|
2014
Q3 | $22.1M | Buy |
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|
2014
Q2 | $21.2M | Buy |
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|
2014
Q1 | $18.5M | Buy |
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|
2013
Q4 | $16.9M | Buy |
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