L.M. Kohn & Company’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 |
-2,200
| Closed | -$242K | – | 280 |
|
|
2024
Q1 | $242K | Hold |
2,200
| – | – | 0.07% | 227 |
|
|
2023
Q4 | $224K | Hold |
2,200
| – | – | 0.07% | 213 |
|
|
2023
Q3 | $218K | Hold |
2,200
| – | – | 0.08% | 205 |
|
|
2023
Q2 | $222K | Hold |
2,200
| – | – | 0.08% | 203 |
|
|
2023
Q1 | $224K | Buy |
+2,200
| New | +$224K | 0.09% | 191 |
|