Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q3 | $1.88M | Sell |
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|
2022
Q2 | $2.4M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $114K | Buy |
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|
2021
Q2 | $117K | Sell |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $99K | Sell |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $195K | Buy |
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|
2019
Q4 | $26K | Buy |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $229K | Buy |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | $203K | Buy |
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