Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $229K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $29K | Sell |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $36K | Sell |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $58K | Buy |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $54K | Buy |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $18K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $18K | Buy |
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