Cascade Financial Partners’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
Q2 | $209K | Hold |
1,780
| – | – | 0.03% | 250 |
|
|
2025
Q1 | $216K | Sell |
1,780
-500
| -22% | -$60.6K | 0.03% | 230 |
|
|
2024
Q4 | $256K | Hold |
2,280
| – | – | 0.03% | 212 |
|
|
2024
Q3 | $271K | Hold |
2,280
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $248K | Hold |
2,280
| – | – | 0.03% | 198 |
|
|
2024
Q1 | $244K | Buy |
+2,280
| New | +$244K | 0.04% | 198 |
|