Affinity Wealth Management’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
2023
Q3
Sell
-2,019
Closed -$203K 103
2023
Q2
$203K Sell
2,019
-500
-20% -$50.4K 0.05% 98
2023
Q1
$256K Hold
2,519
0.06% 96
2022
Q4
$263K Buy
+2,519
New +$263K 0.06% 83