Capital Wealth Planning’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
2020
Q1
Sell
-2,682
Closed -$263K 245
2019
Q4
$263K Sell
2,682
-193
-7% -$18.9K 0.02% 162
2019
Q3
$270K Sell
2,875
-1,562
-35% -$147K 0.02% 200
2019
Q2
$419K Buy
+4,437
New +$419K 0.03% 144