Ridgecrest 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
Q3 | $2.48M | Buy |
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|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.54M | Hold |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.67M | Hold |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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