Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $3.37M | Buy |
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|
2023
Q1 | $3.37M | Buy |
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|
2022
Q4 | $3.37M | Buy |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $3.15M | Buy |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $2.78M | Buy |
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|
2021
Q3 | $2.39M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.67M | Sell |
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|
2019
Q3 | $1.64M | Sell |
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|
2019
Q2 | $1.93M | Buy |
|