TCM
TruNorth Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Hold |
18,487
| – | – | 0.48% | 27 |
|
|
2025
Q1 | $2.24M | Hold |
18,487
| – | – | 0.56% | 22 |
|
|
2024
Q4 | $2.08M | Hold |
18,487
| – | – | 0.57% | 23 |
|
|
2024
Q3 | $2.17M | Sell |
18,487
-1,992
| -10% | -$234K | 0.64% | 22 |
|
|
2024
Q2 | $2.23M | Hold |
20,479
| – | – | 0.72% | 20 |
|
|
2024
Q1 | $2.26M | Buy |
+20,479
| New | +$2.26M | 0.78% | 19 |
|