Heritage Wealth Management (Arizona)’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	$557K	Buy	5,346 +5,075	+1,873%	+$529K	0.08%	191
2022 Q3	$25K	Sell	271 -185	-41%	-$17.1K	0.01%	496
2022 Q2	$45.8K	Buy	456 +149	+49%	+$15K	0.02%	437
2022 Q1	$33K	Buy	+307	New	+$33K	0.01%	523