Bartlett & Co Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.2K | Hold |
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|
2025
Q2 | $13.6K | Hold |
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|
2025
Q1 | $14.1K | Hold |
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|
2024
Q4 | $13K | Sell |
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|
2024
Q3 | $20.5K | Hold |
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|
2024
Q2 | $18.9K | Sell |
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|
2024
Q1 | $30.2K | Sell |
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|
2023
Q4 | $44.8K | Buy |
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|
2023
Q3 | $17.4K | Sell |
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|
2023
Q2 | $32.8K | Hold |
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|
2023
Q1 | $33K | Hold |
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|
2022
Q4 | $33.9K | Hold |
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|
2022
Q3 | $30.1K | Hold |
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|
2022
Q2 | $32.6K | Hold |
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|
2022
Q1 | $34.7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $30.6K | Buy |
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|
2021
Q2 | $22.5K | Hold |
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|
2021
Q1 | $22.1K | Hold |
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|
2020
Q4 | $20.4K | Hold |
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|
2020
Q3 | $18.8K | Hold |
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|
2020
Q2 | $18.9K | Buy |
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