Clear Creek Financial 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 | – | Sell |
-9,360
| Closed | -$935K | – | 353 |
|
|
2023
Q3 | $935K | Sell |
9,360
-7,748
| -45% | -$774K | 0.16% | 105 |
|
|
2023
Q2 | $1.72M | Buy |
17,108
+1,185
| +7% | +$119K | 0.3% | 70 |
|
|
2023
Q1 | $1.62M | Sell |
15,923
-732
| -4% | -$74.4K | 0.31% | 69 |
|
|
2022
Q4 | $1.74M | Buy |
16,655
+5,961
| +56% | +$621K | 0.38% | 65 |
|
|
2022
Q3 | $976K | Buy |
10,694
+775
| +8% | +$70.7K | 0.22% | 81 |
|
|
2022
Q2 | $996K | Buy |
+9,919
| New | +$996K | 0.21% | 88 |
|