4WM
4J Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,873
| Closed | -$1.82M | – | 89 |
|
|
2023
Q4 | $1.82M | Buy |
17,873
+208
| +1% | +$21.2K | 1.66% | 16 |
|
|
2023
Q3 | $1.75M | Buy |
17,665
+623
| +4% | +$61.6K | 1.74% | 13 |
|
|
2023
Q2 | $1.72M | Sell |
17,042
-43
| -0.3% | -$4.33K | 1.67% | 17 |
|
|
2023
Q1 | $1.74M | Buy |
17,085
+1,186
| +7% | +$121K | 1.86% | 14 |
|
|
2022
Q4 | $1.66M | Buy |
15,899
+281
| +2% | +$29.3K | 1.92% | 13 |
|
|
2022
Q3 | $1.43M | Buy |
15,618
+275
| +2% | +$25.1K | 1.83% | 14 |
|
|
2022
Q2 | $1.54M | Buy |
+15,343
| New | +$1.54M | 1.94% | 14 |
|