Howard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,076
| Closed | -$302K | – | 115 |
|
|
2019
Q4 | $302K | Buy |
3,076
+42
| +1% | +$4.12K | 0.19% | 74 |
|
|
2019
Q3 | $286K | Hold |
3,034
| – | – | 0.19% | 69 |
|
|
2019
Q2 | $287K | Buy |
3,034
+20
| +0.7% | +$1.89K | 0.2% | 70 |
|
|
2019
Q1 | $281K | Buy |
3,014
+21
| +0.7% | +$1.96K | 0.2% | 69 |
|
|
2018
Q4 | $253K | Buy |
+2,993
| New | +$253K | 0.19% | 71 |
|