Sound View Wealth Advisors Group’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 | $885K | Sell |
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|
2025
Q1 | $983K | Sell |
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|
2024
Q4 | $994K | Buy |
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|
2024
Q3 | $997K | Buy |
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|
2024
Q2 | $781K | Sell |
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|
2024
Q1 | $907K | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $911K | Sell |
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|
2023
Q2 | $937K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $692K | Buy |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $595K | Hold |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $551K | Sell |
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|
2020
Q4 | $518K | Hold |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $446K | Buy |
|