Fernwood Investment 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 | – | Sell |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $302K | Hold |
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|
2019
Q3 | $290K | Buy |
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|
2019
Q2 | $284K | Buy |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $242K | Buy |
|