SOA 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 | $1.55M | Sell |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.21M | Hold |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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