Jamison Private 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
2024 Q2	–	Sell	-525	Closed	-$57.8K	–	473
2024 Q1	$57.8K	Buy	525 +4	+0.8%	+$441	0.01%	248
2023 Q4	$53.1K	Buy	521 +11	+2%	+$1.12K	0.01%	235
2023 Q3	$50.4K	Buy	+510	New	+$50.4K	0.01%	227