GYL Financial Synergies’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
2024
Q3
$454K Hold
2024
Q2
$420K Hold
2024
Q1
$425K Hold
2023
Q4
$394K Sell
2023
Q3
$457K Sell
2023
Q2
$541K Sell
2023
Q1
$565K Sell
2022
Q4
$727K Buy