Baker Avenue Asset Management’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
Q4 | – | Sell |
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|
2023
Q3 | $5.5K | Hold |
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|
2023
Q2 | $5.66K | Buy |
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|
2023
Q1 | $5.61K | Sell |
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|
2022
Q4 | $23.6K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Hold |
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|
2019
Q3 | $254K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.5M | Sell |
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|
2016
Q4 | $1.86M | Sell |
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|
2016
Q3 | $3.53M | Sell |
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|
2016
Q2 | $5.64M | Buy |
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