OneDigital Investment 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 | $1.27M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $3.08M | Buy |
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|
2022
Q2 | $963K | Buy |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $632K | Sell |
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $290K | Hold |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $414K | Sell |
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|
2019
Q3 | $412K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $19K | Buy |
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