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Legacy Wealth Planning’s iShares Core High Dividend ETF HDV Stock Holding History

Legacy Wealth Planning’s Portfolio HDV Stock Details HDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,320
Closed -$309K – 81
2020
Q1 		$309K Sell
4,320
-76,322
-95% -$5.46M 0.49% 41
2019
Q4 		$7.91M Buy
+80,642
New +$7.91M 8.96% 2