Fortitude Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,300
Closed -$49K 647
2022
Q1
$49K Hold
2,300
0.03% 535
2021
Q4
$46K Buy
+2,300
New +$45.1K 0.02% 570

Other funds holding HDV

Fortitude Advisory Group's HDV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 2,300 shares — an estimated $49K sold.

Fortitude Advisory Group first reported a position in HDV in Q4 2021 and held it in 2 quarters. The position peaked at $49K in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,300 iShares Core High Dividend ETF shares in Q2 2022, an estimated $49K.
  • Fortitude Advisory Group first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Core High Dividend ETF position peaked at $49K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.