EverSource Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Hold |
326
| – | – | ﹤0.01% | 1793 |
|
|
2025
Q1 | $39.5K | Sell |
326
-501
| -61% | -$60.6K | ﹤0.01% | 1356 |
|
|
2024
Q4 | $92.9K | Buy |
827
+90
| +12% | +$10.1K | 0.01% | 931 |
|
|
2024
Q3 | $86.7K | Sell |
737
-1
| -0.1% | -$118 | 0.01% | 847 |
|
|
2024
Q2 | $84.8K | Buy |
738
+6
| +0.8% | +$689 | 0.01% | 866 |
|
|
2024
Q1 | $79K | Sell |
732
-20
| -3% | -$2.16K | 0.01% | 800 |
|
|
2023
Q4 | $76.7K | Sell |
752
-1,057
| -58% | -$108K | 0.01% | 740 |
|
|
2023
Q3 | $179K | Hold |
1,809
| – | – | 0.02% | 421 |
|
|
2023
Q2 | $182K | Sell |
1,809
-8
| -0.4% | -$806 | 0.02% | 418 |
|
|
2023
Q1 | $185K | Buy |
1,817
+136
| +8% | +$13.8K | 0.02% | 382 |
|
|
2022
Q4 | $175K | Buy |
1,681
+453
| +37% | +$47.2K | 0.03% | 372 |
|
|
2022
Q3 | $112K | Sell |
1,228
-1,397
| -53% | -$127K | 0.03% | 401 |
|
|
2022
Q2 | $264K | Buy |
+2,625
| New | +$264K | 0.07% | 226 |
|