HCR Wealth 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 | $497K | Hold |
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|
2025
Q2 | $478K | Sell |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $421K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $394K | Hold |
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|
2021
Q1 | $387K | Sell |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $554K | Buy |
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|
2019
Q3 | $458K | Sell |
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|
2019
Q2 | $628K | Sell |
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|
2019
Q1 | $718K | Sell |
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|
2018
Q4 | $841K | Sell |
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|
2018
Q3 | $967K | Sell |
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|
2018
Q2 | $943K | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.16M | Sell |
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|
2017
Q1 | $1.25M | Sell |
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|
2016
Q4 | $1.46M | Buy |
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