Frisch Financial Group’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 | $2.44M | Sell |
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|
2025
Q1 | $3.12M | Sell |
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|
2024
Q4 | $2.9M | Buy |
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|
2024
Q3 | $3.02M | Sell |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.88M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.47M | Sell |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $3.23M | Sell |
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|
2022
Q4 | $3.33M | Buy |
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|
2022
Q3 | $2.89M | Buy |
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|
2022
Q2 | $3.17M | Buy |
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|
2022
Q1 | $3.37M | Sell |
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|
2021
Q4 | $3.26M | Sell |
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|
2021
Q3 | $3.45M | Sell |
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|
2021
Q2 | $3.58M | Sell |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.73M | Buy |
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|
2020
Q3 | $3.4M | Buy |
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|
2020
Q2 | $3.37M | Sell |
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|
2020
Q1 | $2.98M | Sell |
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|
2019
Q4 | $4.37M | Sell |
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|
2019
Q3 | $4.63M | Buy |
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|
2019
Q2 | $4.45M | Sell |
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|
2019
Q1 | $5.51M | Sell |
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|
2018
Q4 | $5.58M | Buy |
|