Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $638K | Buy |
7,603
+927
| +14% | +$77.8K | 0.21% | 118 |
|
|
2016
Q4 | $549K | Buy |
6,676
+366
| +6% | +$30.1K | 0.2% | 121 |
|
|
2016
Q3 | $513K | Buy |
6,310
+4,955
| +366% | +$403K | 0.18% | 121 |
|
|
2016
Q2 | $111K | Buy |
1,355
+455
| +51% | +$37.3K | 0.04% | 300 |
|
|
2016
Q1 | $70K | Buy |
900
+500
| +125% | +$38.9K | 0.03% | 336 |
|
|
2015
Q4 | $29K | Hold |
400
| – | – | 0.01% | 495 |
|
|
2015
Q3 | $28K | Buy |
+400
| New | +$28K | 0.01% | 492 |
|