Horst & Graben Wealth Management’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
2023
Q1
Sell
-25,097
Closed -$2.62M 136
2022
Q4
$2.62M Sell
25,097
-41,123
-62% -$4.29M 0.68% 29
2022
Q3
$6.05M Sell
66,220
-392
-0.6% -$35.8K 1.71% 14
2022
Q2
$6.69M Buy
+66,612
New +$6.69M 1.82% 14