Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $214K | Sell |
|
|||||
|
2025
Q3 | $225K | Sell |
|
|||||
|
2025
Q2 | $226K | Sell |
|
|||||
|
2025
Q1 | $257K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $2.46M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $207K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $225K | Sell |
|
|||||
|
2019
Q3 | $260K | Buy |
|
|||||
|
2019
Q2 | $242K | Sell |
|
|||||
|
2019
Q1 | $441K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $210K | Buy |
|