Halpern Financial’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
Q4 | – | Hold |
0
| – | – | – | 211 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 260 |
|
|
2020
Q3 | – | Sell |
-832
| Closed | -$67.5K | – | 211 |
|
|
2020
Q2 | $67.5K | Hold |
832
| – | – | 0.04% | 50 |
|
|
2020
Q1 | $59.5K | Hold |
832
| – | – | 0.06% | 42 |
|
|
2019
Q4 | $81.6K | Buy |
+832
| New | +$81.6K | 0.06% | 45 |
|