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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $639K | Buy |
23,545
+8,810
| +60% | +$235K | 0.1% | 92 |
|
|
2025
Q4 | $358K | Sell |
14,735
-335
| -2% | -$8.15K | 0.05% | 116 |
|
|
2025
Q3 | $369K | Hold |
15,070
| – | – | 0.05% | 119 |
|
|
2025
Q2 | $353K | Buy |
15,070
+305
| +2% | +$7.03K | 0.06% | 110 |
|
|
2025
Q1 | $358K | Buy |
14,765
+585
| +4% | +$13.7K | 0.06% | 111 |
|
|
2024
Q4 | $318K | Hold |
14,180
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $334K | Hold |
14,180
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $308K | Hold |
14,180
| – | – | 0.06% | 125 |
|
|
2024
Q1 | $313K | Sell |
14,180
-6,725
| -32% | -$141K | 0.06% | 129 |
|
|
2023
Q4 | $426K | Hold |
20,905
| – | – | 0.1% | 121 |
|
|
2023
Q3 | $413K | Hold |
20,905
| – | – | 0.11% | 110 |
|
|
2023
Q2 | $421K | Hold |
20,905
| – | – | 0.1% | 125 |
|
|
2023
Q1 | $425K | Sell |
20,905
-590
| -3% | -$12.1K | 0.12% | 116 |
|
|
2022
Q4 | $448K | Sell |
21,495
-2,210
| -9% | -$45.2K | 0.13% | 117 |
|
|
2022
Q3 | $433K | Sell |
23,705
-3,465
| -13% | -$70K | 0.14% | 108 |
|
|
2022
Q2 | $546K | Buy |
27,170
+3,605
| +15% | +$76.1K | 0.16% | 102 |
|
|
2022
Q1 | $504K | Buy |
23,565
+6,945
| +42% | +$144K | 0.12% | 112 |
|
|
2021
Q4 | $336K | Hold |
16,620
| – | – | 0.08% | 138 |
|
|
2021
Q3 | $313K | Hold |
16,620
| – | – | 0.08% | 143 |
|
|
2021
Q2 | $321K | Sell |
16,620
-135
| -0.8% | -$2.62K | 0.09% | 130 |
|
|
2021
Q1 | $318K | Buy |
16,755
+250
| +2% | +$4.56K | 0.1% | 121 |
|
|
2020
Q4 | $289K | Sell |
16,505
-1,350
| -8% | -$22.9K | 0.09% | 120 |
|
|
2020
Q3 | $287K | Sell |
17,855
-2,685
| -13% | -$44.7K | 0.1% | 115 |
|
|
2020
Q2 | $333K | Sell |
20,540
-2,450
| -11% | -$39.6K | 0.13% | 105 |
|
|
2020
Q1 | $329K | Buy |
22,990
+6,705
| +41% | +$118K | 0.15% | 98 |
|
|
2019
Q4 | $319K | Buy |
+16,285
| New | +$311K | 0.12% | 109 |
|
Other funds holding HDV
