Evermay Wealth Management’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 |
-555
| Closed | -$55.5K | – | 683 |
|
|
2023
Q3 | $55.5K | Hold |
555
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $55.9K | Hold |
555
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $56.4K | Hold |
555
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $57.9K | Hold |
555
| – | – | 0.01% | 288 |
|
|
2022
Q3 | $51K | Hold |
555
| – | – | 0.01% | 276 |
|
|
2022
Q2 | $56K | Buy |
+555
| New | +$56K | 0.01% | 266 |
|