Plante Moran Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 866 |
|
|
2024
Q4 | – | Sell |
-196
| Closed | -$23.1K | – | 954 |
|
|
2024
Q3 | $23.1K | Buy |
+196
| New | +$23.1K | ﹤0.01% | 504 |
|
|
2023
Q4 | – | Sell |
-29
| Closed | -$2.87K | – | 864 |
|
|
2023
Q3 | $2.87K | Buy |
+29
| New | +$2.87K | ﹤0.01% | 643 |
|
|
2022
Q3 | – | Sell |
-59
| Closed | -$6K | – | 945 |
|
|
2022
Q2 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 681 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$10K | – | 1046 |
|
|
2021
Q3 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 691 |
|
|
2019
Q1 | – | Sell |
-2,968
| Closed | -$250K | – | 846 |
|
|
2018
Q4 | $250K | Buy |
+2,968
| New | +$250K | 0.09% | 118 |
|
|
2017
Q1 | – | Sell |
-867
| Closed | -$71K | – | 934 |
|
|
2016
Q4 | $71K | Buy |
+867
| New | +$71K | 0.04% | 267 |
|