Castleview 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
Q1 | – | Sell |
-212
| Closed | -$23.8K | – | 336 |
|
|
2024
Q4 | $23.8K | Hold |
212
| – | – | 0.01% | 443 |
|
|
2024
Q3 | $24.9K | Hold |
212
| – | – | 0.01% | 415 |
|
|
2024
Q2 | $23K | Buy |
+212
| New | +$23K | 0.01% | 423 |
|
|
2023
Q4 | – | Sell |
-159
| Closed | -$15.7K | – | 881 |
|
|
2023
Q3 | $15.7K | Hold |
159
| – | – | 0.01% | 385 |
|
|
2023
Q2 | $16K | Hold |
159
| – | – | 0.01% | 383 |
|
|
2023
Q1 | $16.2K | Buy |
+159
| New | +$16.2K | 0.01% | 365 |
|