Heron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $554K | Sell |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $325K | Sell |
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|
2019
Q4 | $397K | Buy |
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