JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $40.6M | Sell |
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|
2023
Q2 | $47.1M | Sell |
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|
2023
Q1 | $76M | Sell |
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|
2022
Q4 | $81.4M | Buy |
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|
2022
Q3 | $68.7M | Buy |
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|
2022
Q2 | $73.7M | Buy |
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|
2022
Q1 | $51.5M | Buy |
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|
2021
Q4 | $44.7M | Buy |
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|
2021
Q3 | $38.3M | Buy |
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|
2021
Q2 | $35.6M | Buy |
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|
2021
Q1 | $31.3M | Sell |
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|
2020
Q4 | $30.4M | Buy |
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|
2020
Q3 | $10.5M | Buy |
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|
2020
Q2 | $9.65M | Sell |
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|
2020
Q1 | $8.65M | Sell |
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|
2019
Q4 | $11.9M | Sell |
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|
2019
Q3 | $20M | Buy |
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|
2019
Q2 | $14.3M | Buy |
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|
2019
Q1 | $14.1M | Buy |
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|
2018
Q4 | $9.3M | Buy |
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|
2018
Q3 | $8.72M | Buy |
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|
2018
Q2 | $7.66M | Sell |
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|
2018
Q1 | $16.4M | Buy |
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|
2017
Q4 | $7.07M | Buy |
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|
2017
Q3 | $5.74M | Buy |
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|
2017
Q2 | $5.14M | Sell |
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|
2017
Q1 | $18M | Sell |
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|
2016
Q4 | $17.9M | Buy |
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|
2016
Q3 | $14.5M | Buy |
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|
2016
Q2 | $10.4M | Buy |
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|
2016
Q1 | $4.02M | Buy |
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|
2015
Q4 | $3.34M | Buy |
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|
2015
Q3 | $431K | Buy |
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|
2015
Q2 | $200K | Sell |
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|
2015
Q1 | $256K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $201K | Buy |
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