Clifford Swan Investment Counsel’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
Q3 | $1.29M | Hold |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.18M | Hold |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $961K | Hold |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.13M | Hold |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $999K | Hold |
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|
2020
Q4 | $923K | Hold |
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|
2020
Q3 | $847K | Hold |
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|
2020
Q2 | $854K | Hold |
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|
2020
Q1 | $753K | Buy |
|