Perennial 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
Q2 | $396K | Hold |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $298K | Hold |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $354K | Buy |
|