Inspirion 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 | $747K | Buy |
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|
2025
Q2 | $685K | Hold |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $712K | Hold |
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|
2024
Q3 | $747K | Hold |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $667K | Buy |
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|
2021
Q4 | $629K | Sell |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $696K | Buy |
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|
2021
Q1 | $683K | Buy |
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|
2020
Q4 | $630K | Sell |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $612K | Buy |
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|
2020
Q1 | $539K | Sell |
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|
2019
Q4 | $786K | Buy |
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|
2019
Q3 | $754K | Buy |
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|
2019
Q2 | $755K | Buy |
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|
2019
Q1 | $745K | Buy |
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|
2018
Q4 | $673K | Buy |
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|
2018
Q3 | $720K | Sell |
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|
2018
Q2 | $686K | Hold |
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|
2018
Q1 | $682K | Buy |
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|
2017
Q4 | $682K | Buy |
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|
2017
Q3 | $650K | Buy |
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|
2017
Q2 | $628K | Sell |
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|
2017
Q1 | $658K | Buy |
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|
2016
Q4 | $645K | Sell |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $661K | Buy |
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|
2016
Q1 | $579K | Buy |
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|
2015
Q4 | $544K | Buy |
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|
2015
Q3 | $515K | Sell |
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|
2015
Q2 | $577K | Sell |
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|
2015
Q1 | $653K | Sell |
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|
2014
Q4 | $909K | Buy |
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