JFS 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
Q2 | $321K | Buy |
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2025
Q1 | $329K | Buy |
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2024
Q4 | $216K | Sell |
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2024
Q3 | $374K | Buy |
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2024
Q2 | $343K | Sell |
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2024
Q1 | $353K | Buy |
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2023
Q4 | $325K | Buy |
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2023
Q3 | $312K | Hold |
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2023
Q2 | $318K | Buy |
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2023
Q1 | $260K | Sell |
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2022
Q4 | $708K | Buy |
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2022
Q3 | $448K | Hold |
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2022
Q2 | $493K | Hold |
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2022
Q1 | $525K | Hold |
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2021
Q4 | $496K | Hold |
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2021
Q3 | $463K | Hold |
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2021
Q2 | $474K | Hold |
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2021
Q1 | $466K | Hold |
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2020
Q4 | $431K | Hold |
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2020
Q3 | $395K | Hold |
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2020
Q2 | $399K | Hold |
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2020
Q1 | $351K | Hold |
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2019
Q4 | $482K | Hold |
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2019
Q3 | $463K | Hold |
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2019
Q2 | $464K | Hold |
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2019
Q1 | $458K | Hold |
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2018
Q4 | $414K | Hold |
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2018
Q3 | $445K | Hold |
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2018
Q2 | $417K | Hold |
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2018
Q1 | $415K | Hold |
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2017
Q4 | $443K | Hold |
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2017
Q3 | $422K | Buy |
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