Epstein & White Financial’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
2021
Q2
$227K Sell
2,365
-88
-4% -$8.45K 0.06% 81
2021
Q1
$232K Sell
2,453
-336
-12% -$31.8K 0.07% 75
2020
Q4
$243K Sell
2,789
-128
-4% -$11.2K 0.07% 68
2020
Q3
$235K Sell
2,917
-266
-8% -$21.4K 0.08% 65
2020
Q2
$259K Buy
+3,183
New +$259K 0.1% 58