Avalon Investment & Advisory’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
2023
Q1
$598K Hold
2022
Q4
$613K Hold
2022
Q3
$537K Buy
2020
Q1
Sell
2019
Q4
$230K Buy
2019
Q3
$206K Sell
2019
Q2
$209K Sell
2019
Q1
$208K Buy