Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$2.54K | – | 809 |
|
|
2023
Q1 | $2.54K | Buy |
+25
| New | +$2.54K | ﹤0.01% | 627 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$10K | – | 890 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 436 |
|