Insight Wealth Strategies’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,130
| Closed | -$206K | – | 188 |
|
|
2021
Q2 | $206K | Buy |
2,130
+3
| +0.1% | +$290 | 0.03% | 180 |
|
|
2021
Q1 | $202K | Sell |
2,127
-1,638
| -44% | -$156K | 0.03% | 217 |
|
|
2020
Q4 | $330K | Sell |
3,765
-148
| -4% | -$13K | 0.06% | 154 |
|
|
2020
Q3 | $315K | Buy |
3,913
+41
| +1% | +$3.3K | 0.06% | 139 |
|
|
2020
Q2 | $314K | Sell |
3,872
-20
| -0.5% | -$1.62K | 0.07% | 123 |
|
|
2020
Q1 | $278K | Sell |
3,892
-10,345
| -73% | -$739K | 0.07% | 120 |
|
|
2019
Q4 | $1.4M | Sell |
14,237
-643
| -4% | -$63K | 0.3% | 64 |
|
|
2019
Q3 | $1.4M | Sell |
14,880
-1,015
| -6% | -$95.6K | 0.33% | 57 |
|
|
2019
Q2 | $1.5M | Buy |
15,895
+4,153
| +35% | +$392K | 0.37% | 50 |
|
|
2019
Q1 | $1.1M | Buy |
11,742
+81
| +0.7% | +$7.55K | 0.31% | 58 |
|
|
2018
Q4 | $984K | Buy |
+11,661
| New | +$984K | 0.3% | 50 |
|