Bull Oak Capital’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
2022
Q4
Sell
-134,459
Closed -$12.3M 18
2022
Q3
$12.3M Sell
134,459
-28,041
-17% -$2.56M 11.97% 3
2022
Q2
$16.3M Buy
+162,500
New +$16.3M 15.09% 1