Summit Wealth Partners’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 | $5.7M | Buy |
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|
2025
Q1 | $5.27M | Buy |
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|
2024
Q4 | $4.63M | Sell |
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|
2024
Q3 | $4.88M | Buy |
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|
2024
Q2 | $4.51M | Sell |
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|
2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $4.36M | Sell |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $4.8M | Buy |
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|
2023
Q1 | $4.82M | Sell |
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|
2022
Q4 | $4.96M | Buy |
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|
2022
Q3 | $4.1M | Sell |
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|
2022
Q2 | $4.59M | Buy |
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|
2022
Q1 | $4.52M | Buy |
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $3.32M | Sell |
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|
2021
Q2 | $3.53M | Sell |
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|
2021
Q1 | $3.48M | Buy |
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|
2020
Q4 | $3.19M | Sell |
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|
2020
Q3 | $2.93M | Sell |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $3.96M | Buy |
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