Carson Wealth (CWM LLC)’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 | $23.9M | Buy |
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|
2025
Q2 | $21.4M | Buy |
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|
2025
Q1 | $9.18M | Buy |
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|
2024
Q4 | $8.01M | Buy |
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|
2024
Q3 | $7.78M | Buy |
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|
2024
Q2 | $6.55M | Sell |
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|
2024
Q1 | $6.73M | Sell |
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|
2023
Q4 | $6.43M | Sell |
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|
2023
Q3 | $6.24M | Sell |
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|
2023
Q2 | $6.63M | Buy |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $5.65M | Sell |
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|
2022
Q3 | $110M | Buy |
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|
2022
Q2 | $121M | Buy |
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|
2022
Q1 | $2.16M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q2 | $1.34M | Hold |
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|
2021
Q1 | $1.34M | Hold |
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|
2020
Q4 | $1.34M | Hold |
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|
2020
Q3 | $1.34M | Hold |
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|
2020
Q2 | $1.34M | Hold |
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|
2020
Q1 | $1.34M | Hold |
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|
2019
Q4 | $1.34M | Hold |
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|
2019
Q3 | $1.34M | Hold |
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|
2019
Q2 | $1.34M | Hold |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $3.56M | Buy |
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|
2018
Q3 | $3.58M | Buy |
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|
2018
Q2 | $3.24M | Sell |
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|
2018
Q1 | $3.25M | Buy |
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|
2017
Q4 | $3.41M | Sell |
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|
2017
Q3 | $3.26M | Buy |
|
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|
2017
Q2 | $3.02M | Sell |
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|
2017
Q1 | $3.14M | Buy |
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|
2016
Q4 | $3.02M | Sell |
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|
2016
Q3 | $3.08M | Buy |
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|
2016
Q2 | $2.94M | Buy |
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|
2016
Q1 | $2.4M | Buy |
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