Eldridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,648
| Closed | -$1.05M | – | 147 |
|
|
2023
Q3 | $1.05M | Buy |
+10,648
| New | +$1.05M | 0.35% | 60 |
|
|
2020
Q1 | – | Sell |
-2,268
| Closed | -$222K | – | 92 |
|
|
2019
Q4 | $222K | Hold |
2,268
| – | – | 0.11% | 89 |
|
|
2019
Q3 | $214K | Hold |
2,268
| – | – | 0.11% | 89 |
|
|
2019
Q2 | $214K | Buy |
+2,268
| New | +$214K | 0.11% | 80 |
|