Caldwell Sutter Capital’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 |
-356
| Closed | -$40K | – | 897 |
|
|
2024
Q4 | $40K | Hold |
356
| – | – | 0.02% | 388 |
|
|
2024
Q3 | $41.9K | Hold |
356
| – | – | 0.02% | 392 |
|
|
2024
Q2 | $38.7K | Hold |
356
| – | – | 0.02% | 391 |
|
|
2024
Q1 | $39.2K | Hold |
356
| – | – | 0.02% | 378 |
|
|
2023
Q4 | $36.3K | Hold |
356
| – | – | 0.02% | 376 |
|
|
2023
Q3 | $35.2K | Hold |
356
| – | – | 0.02% | 369 |
|
|
2023
Q2 | $35.9K | Buy |
+356
| New | +$35.9K | 0.02% | 364 |
|