Choate Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6K | Buy |
+500
| New | +$58.6K | ﹤0.01% | 438 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$3K | – | 305 |
|
|
2022
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 335 |
|
|
2021
Q3 | – | Sell |
-192
| Closed | -$19K | – | 319 |
|
|
2021
Q2 | $19K | Buy |
+192
| New | +$19K | ﹤0.01% | 313 |
|
|
2021
Q1 | – | Sell |
-820
| Closed | -$72K | – | 306 |
|
|
2020
Q4 | $72K | Hold |
820
| – | – | ﹤0.01% | 257 |
|
|
2020
Q3 | $66K | Buy |
+820
| New | +$66K | ﹤0.01% | 255 |
|