Empirical 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 | $279K | Hold |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $212K | Buy |
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