Marcum Wealth’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
Q4 | – | Sell |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $367K | Buy |
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