WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $677K | Sell |
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|
2022
Q3 | $14.1M | Sell |
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|
2022
Q2 | $17.8M | Buy |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $345K | Buy |
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|
2020
Q2 | $344K | Buy |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $910K | Buy |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $411K | Hold |
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|
2018
Q1 | $409K | Sell |
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|
2017
Q4 | $462K | Sell |
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|
2017
Q3 | $487K | Buy |
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|
2017
Q2 | $468K | Sell |
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|
2017
Q1 | $483K | Buy |
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|
2016
Q4 | $419K | Sell |
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|
2016
Q3 | $457K | Buy |
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|
2016
Q2 | $219K | Buy |
|