Concert Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$572K Buy
2016
Q4
Sell
2016
Q3
$2.71M Buy
2016
Q2
Sell
2016
Q1
$2.46M Buy
2015
Q4
$572K Sell
2015
Q3
$568K Sell
2015
Q2
$694K Buy
2014
Q3
Sell
2014
Q2
$1.64M Buy
2014
Q1
$1.56M Buy
2013
Q4
Sell
2013
Q3
$930K Buy
2013
Q2
$775K Buy