Naples Global 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
Q2 | $424K | Sell |
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2025
Q1 | $447K | Sell |
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2024
Q4 | $425K | Sell |
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2024
Q3 | $448K | Hold |
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2024
Q2 | $414K | Sell |
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2024
Q1 | $443K | Buy |
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2023
Q4 | $402K | Sell |
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2023
Q3 | $413K | Buy |
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2023
Q2 | $415K | Sell |
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2023
Q1 | $470K | Sell |
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2022
Q4 | $496K | Buy |
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2022
Q3 | $422K | Hold |
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2022
Q2 | $465K | Buy |
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2022
Q1 | $478K | Sell |
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2021
Q4 | $469K | Sell |
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2021
Q3 | $450K | Sell |
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2021
Q2 | $468K | Sell |
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2021
Q1 | $468K | Sell |
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2020
Q4 | $489K | Sell |
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2020
Q3 | $473K | Buy |
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2020
Q2 | $462K | Sell |
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2020
Q1 | $424K | Sell |
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2019
Q4 | $648K | Sell |
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2019
Q3 | $634K | Sell |
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2019
Q2 | $642K | Buy |
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2019
Q1 | $592K | Buy |
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2018
Q4 | $481K | Buy |
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2018
Q3 | $425K | Buy |
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2018
Q2 | $336K | Buy |
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2018
Q1 | $285K | Buy |
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2017
Q4 | $232K | Buy |
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