Sunesis Advisors’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
Q1
$983K Sell
8,118
-265
-3% -$32.1K 0.53% 24
2024
Q4
$941K Hold
8,383
0.57% 25
2024
Q3
$986K Hold
8,383
0.59% 26
2024
Q2
$911K Hold
8,383
0.54% 29
2024
Q1
$924K Buy
+8,383
New +$924K 0.54% 30