Comprehensive Financial Consultants Institutional’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 | $273K | Sell |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $1,000K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $957K | Sell |
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|
2023
Q3 | $941K | Sell |
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|
2023
Q2 | $957K | Sell |
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|
2023
Q1 | $978K | Sell |
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|
2022
Q4 | $1.04M | Hold |
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|
2022
Q3 | $938K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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