Compass Wealth Management’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 | – | Sell |
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|
2025
Q1 | $53.8K | Hold |
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|
2024
Q4 | $49.8K | Hold |
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2024
Q3 | $52.2K | Hold |
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|
2024
Q2 | $48.3K | Hold |
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|
2024
Q1 | $48.9K | Hold |
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|
2023
Q4 | $45.3K | Hold |
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|
2023
Q3 | $43.9K | Hold |
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|
2023
Q2 | $44.8K | Hold |
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|
2023
Q1 | $45.1K | Hold |
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|
2022
Q4 | $46.3K | Buy |
|