Clear Perspectives Financial 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
2023 Q1	$544K	Sell	5,352 -50,560	-90%	-$5.14M	0.31%	29
2022 Q4	$5.83M	Buy	55,912 +16,960	+44%	+$1.77M	3.1%	9
2022 Q3	$3.56M	Buy	38,952 +35,057	+900%	+$3.2M	1.74%	15
2022 Q2	$391K	Buy	+3,895	New	+$391K	0.15%	39