DLCIG
HDV

D.L. Carlson Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History

D.L. Carlson Investment Group’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,675
Closed -$264K – 138
2022
Q4 		$264K Sell
12,675
-170
-1% -$3.48K 0.06% 117
2022
Q3 		$235K Buy
+12,845
New +$260K 0.05% 120
2016
Q3 		– Sell
-13,825
Closed -$227K – 131
2016
Q2 		$227K Buy
+13,825
New +$220K 0.08% 121
2015
Q3 		– Sell
-13,600
Closed -$200K – 124
2015
Q2 		$200K Sell
13,600
-125
-0.9% -$1.91K 0.07% 129
2015
Q1 		$206K Buy
13,725
+425
+3% +$6.5K 0.07% 131
2014
Q4 		$204K Hold
13,300
– – 0.07% 133
2014
Q3 		$200K Buy
+13,300
New +$201K 0.07% 133

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UBS Group
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Wells Fargo
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LPL Financial
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Royal Bank of Canada
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MYLI
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Ameriprise
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return