CSWM
Cassady Schiller Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $32K | Hold |
285
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $33.5K | Hold |
285
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $31K | Hold |
285
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $31.4K | Hold |
285
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $29.1K | Hold |
285
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $28.2K | Hold |
285
| – | – | 0.02% | 245 |
|
|
2023
Q2 | $28.7K | Hold |
285
| – | – | 0.02% | 252 |
|
|
2023
Q1 | $29K | Hold |
285
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $29.7K | Buy |
+285
| New | +$29.7K | 0.02% | 236 |
|
|
2022
Q1 | – | Sell |
-285
| Closed | -$29K | – | 311 |
|
|
2021
Q4 | $29K | Buy |
+285
| New | +$29K | 0.02% | 245 |
|