Destiny Wealth Partners’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
Sell
-4,952
Closed -$516K 362
2022
Q4
$516K Buy
4,952
+1,819
+58% +$190K 0.11% 97
2022
Q3
$286K Hold
3,133
0.06% 145
2022
Q2
$315K Buy
+3,133
New +$315K 0.07% 114