AWM
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Able 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
Q2
Sell
-2,258
Closed -$249K 85
2024
Q1
$249K Sell
2,258
-610
-21% -$67.2K 0.22% 73
2023
Q4
$293K Buy
+2,868
New +$293K 0.27% 55