GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $454K | Hold |
3,860
| – | – | 0.03% | 249 |
|
|
2024
Q2 | $420K | Hold |
3,860
| – | – | 0.03% | 254 |
|
|
2024
Q1 | $425K | Hold |
3,860
| – | – | 0.03% | 259 |
|
|
2023
Q4 | $394K | Sell |
3,860
-760
| -16% | -$77.5K | 0.03% | 265 |
|
|
2023
Q3 | $457K | Sell |
4,620
-750
| -14% | -$74.2K | 0.04% | 242 |
|
|
2023
Q2 | $541K | Sell |
5,370
-190
| -3% | -$19.2K | 0.05% | 233 |
|
|
2023
Q1 | $565K | Sell |
5,560
-1,415
| -20% | -$144K | 0.07% | 178 |
|
|
2022
Q4 | $727K | Buy |
+6,975
| New | +$727K | 0.16% | 94 |
|