EWA
ERTS Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,945
| Closed | -$211K | – | 80 |
|
|
2020
Q1 | $211K | Sell |
2,945
-2,625
| -47% | -$188K | 0.1% | 73 |
|
|
2019
Q4 | $546K | Sell |
5,570
-169
| -3% | -$16.6K | 0.25% | 40 |
|
|
2019
Q3 | $540K | Sell |
5,739
-16,799
| -75% | -$1.58M | 0.27% | 37 |
|
|
2019
Q2 | $2.13M | Sell |
22,538
-5,021
| -18% | -$475K | 1.18% | 15 |
|
|
2019
Q1 | $2.57M | Buy |
27,559
+1,051
| +4% | +$98K | 1.53% | 14 |
|
|
2018
Q4 | $2.24M | Buy |
+26,508
| New | +$2.24M | 1.6% | 14 |
|