Hobbs Group Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-766
Closed -$90.1K 348
2024
Q3
$90.1K Buy
766
+166
+28% +$19.5K 0.03% 210
2024
Q2
$65.2K Buy
+600
New +$65.2K 0.02% 216
2023
Q4
$61.2K Buy
+600
New +$61.2K 0.03% 189