CWA
Clearview Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-608
| Closed | -$61.3K | – | 333 |
|
|
2023
Q2 | $61.3K | Sell |
608
-36
| -6% | -$3.63K | 0.06% | 183 |
|
|
2023
Q1 | $65.5K | Sell |
644
-1,860
| -74% | -$189K | 0.07% | 180 |
|
|
2022
Q4 | $261K | Sell |
2,504
-9,193
| -79% | -$959K | 0.2% | 86 |
|
|
2022
Q3 | $1.07M | Sell |
11,697
-2,525
| -18% | -$231K | 0.85% | 22 |
|
|
2022
Q2 | $1.43M | Buy |
+14,222
| New | +$1.43M | 1.07% | 15 |
|