Leeward Financial 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
2023
Q4
Sell
2023
Q3
$247K Sell
2023
Q2
$693K Sell
2023
Q1
$4.61M Buy
2022
Q4
$4.35M Buy
2022
Q3
$3.52M Buy
2022
Q2
$3.8M Buy
2022
Q1
$4.01M Sell
2021
Q4
$4.01M Buy