Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $116K | Buy |
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2024
Q1 | $116K | Buy |
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|
2023
Q4 | $86.6K | Buy |
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|
2023
Q3 | $82.2K | Hold |
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|
2023
Q2 | $83.8K | Buy |
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|
2023
Q1 | $83.9K | Hold |
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|
2022
Q4 | $86K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $134K | Hold |
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|
2019
Q4 | $185K | Hold |
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|
2019
Q3 | $178K | Sell |
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|
2019
Q2 | $186K | Hold |
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|
2019
Q1 | $184K | Hold |
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|
2018
Q4 | $167K | Hold |
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|
2018
Q3 | $179K | Hold |
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|
2018
Q2 | $168K | Sell |
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|
2018
Q1 | $177K | Buy |
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|
2017
Q4 | $63K | Buy |
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