Fermata 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
Q3 | – | Sell |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $544K | Sell |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $10.2M | Sell |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $11.1M | Buy |
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|
2022
Q2 | $8.58M | Buy |
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