Kabarec Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-12,590
Closed -$213K 86
2018
Q1
$213K Buy
12,590
+75
+0.6% +$1.32K 0.13% 44
2017
Q4
$226K Buy
+12,515
New +$219K 0.14% 40

Other funds holding HDV

Kabarec Financial Advisors's HDV Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2018, closing a stake of 12,590 shares — an estimated $213K sold.

Kabarec Financial Advisors first reported a position in HDV in Q4 2017 and held it in 2 quarters. The position peaked at $226K in Q4 2017. 365 funds tracked by Wall St. Rank hold HDV as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 12,590 iShares Core High Dividend ETF shares in Q2 2018, an estimated $213K.
  • Kabarec Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 2 quarters.
  • Kabarec Financial Advisors's iShares Core High Dividend ETF position peaked at $226K in Q4 2017.
  • 365 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.