Caitlin John’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-345
| Closed | -$38.7K | – | 399 |
|
2024
Q4 | $38.7K | Hold |
345
| – | – | 0.03% | 251 |
|
2024
Q3 | $40.8K | Hold |
345
| – | – | 0.03% | 260 |
|
2024
Q2 | $37.5K | Hold |
345
| – | – | 0.03% | 277 |
|
2024
Q1 | $38K | Hold |
345
| – | – | 0.03% | 264 |
|
2023
Q4 | $35.2K | Buy |
+345
| New | +$35.2K | 0.03% | 259 |
|