Smith Salley 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 | $303K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $379K | Sell |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $421K | Hold |
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|
2018
Q2 | $395K | Buy |
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|
2018
Q1 | $368K | Hold |
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|
2017
Q4 | $393K | Hold |
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|
2017
Q3 | $374K | Hold |
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|
2017
Q2 | $362K | Buy |
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|
2017
Q1 | $263K | Buy |
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