J.W. Cole 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
Q2 | $3.92M | Buy |
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|
2025
Q1 | $3.26M | Sell |
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|
2024
Q4 | $3.07M | Sell |
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|
2024
Q3 | $3.22M | Buy |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $4.58M | Sell |
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|
2022
Q4 | $6.4M | Sell |
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|
2022
Q3 | $5.94M | Sell |
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|
2022
Q2 | $6.69M | Buy |
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|
2022
Q1 | $6.59M | Buy |
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|
2021
Q4 | $5.38M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.76M | Sell |
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|
2021
Q1 | $4.76M | Buy |
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|
2020
Q4 | $4.24M | Sell |
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|
2020
Q3 | $4.08M | Buy |
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|
2020
Q2 | $3.99M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.8M | Buy |
|