Perigon Wealth Management’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 | $292K | Buy |
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|
2025
Q2 | $279K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $814K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $23K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $447K | Buy |
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|
2017
Q4 | $242K | Buy |
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|
2017
Q3 | $182K | Buy |
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