Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $633K | Hold |
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|
2024
Q3 | $663K | Hold |
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|
2024
Q2 | $613K | Hold |
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|
2024
Q1 | $621K | Hold |
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|
2023
Q4 | $575K | Hold |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $568K | Hold |
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|
2023
Q1 | $573K | Hold |
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|
2022
Q4 | $588K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $566K | Hold |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $628K | Sell |
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|
2021
Q2 | $669K | Buy |
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|
2021
Q1 | $656 | Sell |
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|
2020
Q4 | $517K | Hold |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $931K | Buy |
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|
2020
Q1 | $798K | Sell |
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|
2019
Q4 | $6.37M | Buy |
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