Cornerstone Wealth Management’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 | $717K | Buy |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $450K | Sell |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $439K | Sell |
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|
2019
Q3 | $474K | Sell |
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|
2019
Q2 | $511K | Sell |
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|
2019
Q1 | $977K | Sell |
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|
2018
Q4 | $603K | Sell |
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|
2018
Q3 | $21.6M | Buy |
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|
2018
Q2 | $12.2M | Buy |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.38M | Sell |
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|
2017
Q3 | $1.87M | Buy |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.47M | Buy |
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|
2016
Q4 | $837K | Buy |
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|
2016
Q3 | $646K | Buy |
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