EFS
Essex Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,815
| Closed | -$549K | – | 329 |
|
|
2020
Q3 | $549K | Buy |
6,815
+331
| +5% | +$26.7K | 0.13% | 146 |
|
|
2020
Q2 | $526K | Sell |
6,484
-1,608
| -20% | -$130K | 0.16% | 125 |
|
|
2020
Q1 | $579K | Buy |
8,092
+12
| +0.1% | +$859 | 0.21% | 110 |
|
|
2019
Q4 | $792K | Buy |
8,080
+672
| +9% | +$65.9K | 0.22% | 105 |
|
|
2019
Q3 | $698K | Buy |
+7,408
| New | +$698K | 0.23% | 105 |
|