Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.27M | Buy |
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|
2024
Q2 | $4.71M | Buy |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $3.8M | Buy |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $3.66M | Buy |
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|
2022
Q4 | $3.71M | Sell |
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|
2022
Q3 | $3.31M | Sell |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $4.37M | Buy |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | $3.38M | Buy |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $3.16M | Buy |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $3.33M | Buy |
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|
2020
Q2 | $3.29M | Sell |
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|
2020
Q1 | $3.04M | Buy |
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|
2019
Q4 | $3.39M | Buy |
|