LWM
LBA Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-175
| Closed | -$14K | – | 457 |
|
|
2016
Q4 | $14K | Sell |
175
-58
| -25% | -$4.64K | 0.01% | 288 |
|
|
2016
Q3 | $19K | Hold |
233
| – | – | 0.01% | 263 |
|
|
2016
Q2 | $19K | Hold |
233
| – | – | 0.01% | 255 |
|
|
2016
Q1 | $18K | Buy |
233
+175
| +302% | +$13.5K | 0.01% | 254 |
|
|
2015
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 351 |
|