Cypress Wealth Services’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 | $395K | Buy |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $439K | Sell |
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|
2021
Q2 | $467K | Buy |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $371K | Sell |
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|
2019
Q4 | $582K | Sell |
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|
2019
Q3 | $562K | Sell |
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|
2019
Q2 | $599K | Sell |
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|
2019
Q1 | $611K | Sell |
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|
2018
Q4 | $607K | Buy |
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|
2018
Q3 | $614K | Sell |
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|
2018
Q2 | $603K | Sell |
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|
2018
Q1 | $609K | Sell |
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|
2017
Q4 | $670K | Buy |
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