Concord Wealth Partners’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
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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