Pinnacle Wealth Management Advisory Group’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 | $306K | Hold |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $634K | Hold |
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|
2023
Q2 | $647K | Hold |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $698K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $462K | Sell |
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|
2019
Q2 | $466K | Buy |
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|
2019
Q1 | $442K | Hold |
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|
2018
Q4 | $400K | Buy |
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|
2018
Q3 | $304K | Buy |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $256K | Sell |
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|
2017
Q4 | $287K | Sell |
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|
2017
Q3 | $366K | Buy |
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|
2017
Q2 | $327K | Buy |
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|
2017
Q1 | $309K | Buy |
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|
2016
Q4 | $233K | Buy |
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|
2016
Q3 | $209K | Buy |
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