Gray Wealth 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
Q4 | $565K | Sell |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $583K | Hold |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $598K | Buy |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $556K | Buy |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $512K | Hold |
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|
2021
Q1 | $503K | Hold |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $475K | Sell |
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|
2020
Q2 | $500K | Hold |
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|
2020
Q1 | $442K | Buy |
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