CFM Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $421K | Hold |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $333K | Sell |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $319K | Buy |
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