Charter Oak Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
MYLI
Charter Oak Capital Management's HDV Position: Q3 2022 in Review
Charter Oak Capital Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 2,050 shares — an estimated $41K sold.
Charter Oak Capital Management first reported a position in HDV in Q4 2020 and held it in 7 quarters. The position peaked at $44K in Q1 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.
- Charter Oak Capital Management reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
- Charter Oak Capital Management sold 2,050 iShares Core High Dividend ETF shares in Q3 2022, an estimated $41K.
- Charter Oak Capital Management first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 7 quarters.
- Charter Oak Capital Management's iShares Core High Dividend ETF position peaked at $44K in Q1 2022.
- 706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.
Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.