Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
|
|||||
|
2025
Q1 | $1.59M | Sell |
|
|||||
|
2024
Q4 | $1.47M | Sell |
|
|||||
|
2024
Q3 | $1.8M | Sell |
|
|||||
|
2024
Q2 | $1.68M | Sell |
|
|||||
|
2024
Q1 | $1.72M | Sell |
|
|||||
|
2023
Q4 | $1.7M | Sell |
|
|||||
|
2023
Q3 | $2.28M | Buy |
|
|||||
|
2023
Q2 | $1.96M | Buy |
|
|||||
|
2023
Q1 | $1.42M | Buy |
|
|||||
|
2022
Q4 | $1.23M | Buy |
|
|||||
|
2022
Q3 | $1.04M | Buy |
|
|||||
|
2022
Q2 | $978K | Buy |
|
|||||
|
2022
Q1 | $841K | Buy |
|
|||||
|
2021
Q4 | $788K | Buy |
|
|||||
|
2021
Q3 | $516K | Buy |
|