Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.11M | Buy |
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|
2021
Q1 | $4.03M | Buy |
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|
2020
Q4 | $3.72M | Hold |
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|
2020
Q3 | $3.41M | Buy |
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|
2020
Q2 | $3.42M | Buy |
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|
2020
Q1 | $3M | Buy |
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|
2019
Q4 | $40.8M | Buy |
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|
2019
Q3 | $3.9M | Sell |
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|
2019
Q2 | $4.55M | Buy |
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|
2019
Q1 | $4.48M | Buy |
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|
2018
Q4 | $4.04M | Buy |
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|
2018
Q3 | $4.31M | Buy |
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|
2018
Q2 | $2.93M | Buy |
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|
2018
Q1 | $3.99M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.03M | Buy |
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|
2017
Q2 | $3.88M | Buy |
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