Lowe 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
Q3 | $307K | Hold |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $292K | Sell |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $299K | Hold |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $3.34M | Sell |
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|
2019
Q3 | $3.21M | Sell |
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|
2019
Q2 | $3.29M | Sell |
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|
2019
Q1 | $3.27M | Sell |
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|
2018
Q4 | $2.99M | Sell |
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|
2018
Q3 | $3.3M | Sell |
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|
2018
Q2 | $3.14M | Sell |
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|
2018
Q1 | $3.15M | Sell |
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|
2017
Q4 | $3.44M | Sell |
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|
2017
Q3 | $3.3M | Sell |
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|
2017
Q2 | $3.2M | Buy |
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|
2017
Q1 | $3.16M | Buy |
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|
2016
Q4 | $3.09M | Sell |
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|
2016
Q3 | $3.1M | Sell |
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|
2016
Q2 | $3.13M | Buy |
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|
2016
Q1 | $2.97M | Buy |
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|
2015
Q4 | $2.76M | Buy |
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|
2015
Q3 | $2.52M | Buy |
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|
2015
Q2 | $2.63M | Buy |
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|
2015
Q1 | $2.61M | Buy |
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|
2014
Q4 | $2.43M | Buy |
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