Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,033
| Closed | -$405K | – | 84 |
|
|
2022
Q2 | $405K | Sell |
4,033
-20,721
| -84% | -$2.08M | 0.33% | 46 |
|
|
2022
Q1 | $2.65M | Buy |
+24,754
| New | +$2.65M | 1.57% | 21 |
|
|
2019
Q2 | – | Sell |
-3,132
| Closed | -$292K | – | 93 |
|
|
2019
Q1 | $292K | Sell |
3,132
-48
| -2% | -$4.48K | 0.1% | 77 |
|
|
2018
Q4 | $268K | Buy |
+3,180
| New | +$268K | 0.1% | 56 |
|