AWM
Aspire 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 |
-40
| Closed | -$4.08K | – | 192 |
|
|
2023
Q4 | $4.08K | Hold |
40
| – | – | ﹤0.01% | 168 |
|
|
2023
Q3 | $3.96K | Hold |
40
| – | – | ﹤0.01% | 166 |
|
|
2023
Q2 | $4.03K | Hold |
40
| – | – | ﹤0.01% | 173 |
|
|
2023
Q1 | $4.07K | Sell |
40
-1,125
| -97% | -$114K | ﹤0.01% | 171 |
|
|
2022
Q4 | $121K | Sell |
1,165
-30
| -3% | -$3.13K | 0.11% | 100 |
|
|
2022
Q3 | $109K | Buy |
+1,195
| New | +$109K | 0.1% | 96 |
|