EverSource Wealth Advisors’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 | $38.2K | Hold |
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|
2025
Q1 | $39.5K | Sell |
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|
2024
Q4 | $92.9K | Buy |
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|
2024
Q3 | $86.7K | Sell |
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|
2024
Q2 | $84.8K | Buy |
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|
2024
Q1 | $79K | Sell |
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|
2023
Q4 | $76.7K | Sell |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $182K | Sell |
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|
2023
Q1 | $185K | Buy |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $264K | Buy |
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