Compass Wealth Management »

Ishares High Dividend Equity F shares owned by Compass Wealth Management

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares High Dividend Equity F by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $52k 444 117.62
2024-06-30 $48k 444 108.70
2024-03-31 $49k 444 110.21
2023-12-31 $45k 444 101.99
2023-09-30 $44k 444 98.89
2023-06-30 $45k 444 100.79
2023-03-31 $45k 444 101.66
2022-12-31 $46k 444 104.24