Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.77M | Hold |
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|
2021
Q4 | $1.64M | Hold |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $48K | Hold |
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|
2016
Q1 | $45K | Hold |
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|
2015
Q4 | $43K | Hold |
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|
2015
Q3 | $40K | Hold |
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|
2015
Q2 | $43K | Hold |
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|
2015
Q1 | $43K | Hold |
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|
2014
Q4 | $44K | Hold |
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|
2014
Q3 | $44K | Hold |
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|
2014
Q2 | $44K | Hold |
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|
2014
Q1 | $41K | Hold |
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|
2013
Q4 | $41K | Hold |
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|
2013
Q3 | $38K | Hold |
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|
2013
Q2 | $38K | Buy |
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