Gupta Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-200
| Closed | -$15K | – | 1198 |
|
|
2015
Q4 | $15K | Sell |
200
-3,067
| -94% | -$230K | ﹤0.01% | 765 |
|
|
2015
Q3 | $227K | Buy |
3,267
+3,067
| +1,534% | +$213K | 0.06% | 226 |
|
|
2015
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 803 |
|
|
2015
Q1 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 674 |
|