Mosaic Family Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
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|
2025
Q1 | $891K | Buy |
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|
2024
Q4 | $826K | Buy |
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|
2024
Q3 | $851K | Sell |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $911K | Sell |
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|
2023
Q3 | $957K | Hold |
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|
2023
Q2 | $976K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.07M | Buy |
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