Shepherd Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
+2,408
| New | +$282K | 0.03% | 207 |
|
|
2023
Q2 | – | Sell |
-3,577
| Closed | -$364K | – | 189 |
|
|
2023
Q1 | $364K | Buy |
3,577
+377
| +12% | +$38.3K | 0.06% | 147 |
|
|
2022
Q4 | $334K | Sell |
3,200
-3,000
| -48% | -$313K | 0.06% | 142 |
|
|
2022
Q3 | $566K | Hold |
6,200
| – | – | 0.11% | 106 |
|
|
2022
Q2 | $623K | Hold |
6,200
| – | – | 0.12% | 100 |
|
|
2022
Q1 | $663K | Buy |
+6,200
| New | +$663K | 0.12% | 106 |
|