Provenance Wealth 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
$1.53M Sell
2025
Q1
$2.24M Buy
2024
Q4
$2.03M Hold
2024
Q3
$2.12M Hold
2024
Q2
$1.96M Sell
2024
Q1
$2.42M Buy
2023
Q4
$2M Buy
2023
Q3
$1.89M Buy