Sutton 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $306K | Hold |
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2023
Q2 | $312K | Buy |
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2023
Q1 | $256K | Hold |
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2022
Q4 | $263K | Hold |
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2022
Q3 | $230K | Sell |
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2022
Q2 | $308K | Hold |
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2022
Q1 | $327K | Sell |
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2021
Q4 | $339K | Hold |
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2021
Q3 | $316K | Hold |
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2021
Q2 | $324K | Hold |
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2021
Q1 | $318K | Hold |
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2020
Q4 | $294K | Hold |
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2020
Q3 | $270K | Hold |
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2020
Q2 | $272K | Hold |
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2020
Q1 | $240K | Hold |
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2019
Q4 | $329K | Hold |
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2019
Q3 | $316K | Hold |
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2019
Q2 | $317K | Sell |
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2019
Q1 | $332K | Hold |
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2018
Q4 | $300K | Sell |
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2018
Q3 | $339K | Buy |
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2018
Q2 | $308K | Hold |
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2018
Q1 | $306K | Hold |
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2017
Q4 | $327K | Hold |
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2017
Q3 | $311K | Hold |
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2017
Q2 | $301K | Hold |
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2017
Q1 | $304K | Hold |
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2016
Q4 | $298K | Hold |
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2016
Q3 | $295K | Buy |
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2016
Q2 | $297K | Sell |
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2016
Q1 | $287K | Buy |
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