Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,878
| Closed | -$152K | – | 855 |
|
|
2020
Q2 | $152K | Buy |
1,878
+1,842
| +5,117% | +$149K | 0.03% | 197 |
|
|
2020
Q1 | $3K | Buy |
36
+25
| +227% | +$2.08K | ﹤0.01% | 586 |
|
|
2019
Q4 | $1K | Buy |
11
+8
| +267% | +$727 | ﹤0.01% | 809 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 851 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 848 |
|