Investmark Advisory Group’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
Q2 | – | Sell |
-2,281
| Closed | -$251K | – | 117 |
|
|
2024
Q1 | $251K | Buy |
2,281
+1
| +0% | +$110 | 0.14% | 100 |
|
|
2023
Q4 | $233K | Buy |
2,280
+1
| +0% | +$102 | 0.14% | 100 |
|
|
2023
Q3 | $225K | Buy |
+2,279
| New | +$225K | 0.15% | 90 |
|
|
2022
Q1 | – | Sell |
-144
| Closed | -$14K | – | 209 |
|
|
2021
Q4 | $14K | Buy |
+144
| New | +$14K | 0.01% | 254 |
|