Morton Brown Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.84M | Sell |
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|
2025
Q2 | $2.75M | Hold |
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|
2025
Q1 | $2.84M | Sell |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $2.95M | Sell |
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|
2023
Q3 | $3.02M | Sell |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $3.53M | Sell |
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|
2022
Q4 | $3.65M | Sell |
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|
2022
Q3 | $3.37M | Sell |
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|
2022
Q2 | $3.8M | Sell |
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|
2022
Q1 | $4.09M | Sell |
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|
2021
Q4 | $4.07M | Buy |
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