Beacon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Sell |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $312K | Buy |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $312K | Buy |
|