Clear Point 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 Q4	–	Sell	-564	Closed	-$66.3K	–	293
2024 Q3	$66.3K	Buy	564 +6	+1%	+$706	0.05%	174
2024 Q2	$60.7K	Buy	558 +5	+0.9%	+$544	0.05%	173
2024 Q1	$61K	Buy	553 +4	+0.7%	+$441	0.05%	178
2023 Q4	$56K	Buy	+549	New	+$56K	0.05%	180