Baystate 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
Q4 | $1.8K | Hold |
17
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q3 | $1.71K | Hold |
17
| – | – | ﹤0.01% | 823 |
|
|
2023
Q2 | $1.75K | Sell |
17
-54
| -76% | -$5.54K | ﹤0.01% | 863 |
|
|
2023
Q1 | $7.24K | Sell |
71
-451
| -86% | -$46K | ﹤0.01% | 618 |
|
|
2022
Q4 | $54K | Sell |
522
-844
| -62% | -$87.3K | ﹤0.01% | 317 |
|
|
2022
Q3 | $125K | Sell |
1,366
-139
| -9% | -$12.7K | 0.01% | 211 |
|
|
2022
Q2 | $151K | Buy |
1,505
+1,054
| +234% | +$106K | 0.01% | 198 |
|
|
2022
Q1 | $48K | Hold |
451
| – | – | ﹤0.01% | 328 |
|
|
2021
Q4 | $46K | Buy |
+451
| New | +$46K | ﹤0.01% | 333 |
|