Executive 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
2019
Q3
Sell
-414
Closed -$39K 404
2019
Q2
$39K Buy
414
+3
+0.7% +$283 0.01% 341
2019
Q1
$38K Sell
411
-176
-30% -$16.3K 0.01% 314
2018
Q4
$50K Buy
+587
New +$50K 0.01% 278