Childress Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,000
| Closed | -$217K | – | 235 |
|
2024
Q2 | $217K | Hold |
2,000
| – | – | 0.06% | 196 |
|
2024
Q1 | $220K | Hold |
2,000
| – | – | 0.06% | 192 |
|
2023
Q4 | $204K | Sell |
2,000
-306
| -13% | -$31.2K | 0.06% | 193 |
|
2023
Q3 | $228K | Sell |
2,306
-5,371
| -70% | -$531K | 0.07% | 154 |
|
2023
Q2 | $774K | Buy |
+7,677
| New | +$774K | 0.33% | 43 |
|