Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-344
| Closed | -$40K | – | 806 |
|
|
2024
Q3 | $40K | Sell |
344
-198
| -37% | -$23K | 0.01% | 517 |
|
|
2024
Q2 | $58K | Sell |
542
-231
| -30% | -$24.7K | 0.02% | 449 |
|
|
2024
Q1 | $85.2K | Buy |
773
+1
| +0.1% | +$110 | 0.03% | 372 |
|
|
2023
Q4 | $78K | Sell |
772
-167
| -18% | -$16.9K | 0.03% | 379 |
|
|
2023
Q3 | $92.9K | Buy |
+939
| New | +$92.9K | 0.03% | 326 |
|
|
2023
Q1 | $95K | Buy |
+939
| New | +$95K | 0.04% | 316 |
|
|
2022
Q4 | – | Sell |
-807
| Closed | -$73K | – | 636 |
|
|
2022
Q3 | $73K | Buy |
+807
| New | +$73K | 0.03% | 323 |
|