LP
LGL Partners’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,488
| Closed | -$616K | – | 79 |
|
|
2024
Q4 | $616K | Hold |
5,488
| – | – | 0.09% | 63 |
|
|
2024
Q3 | $645K | Hold |
5,488
| – | – | 0.09% | 59 |
|
|
2024
Q2 | $597K | Buy |
5,488
+1
| +0% | +$109 | 0.09% | 63 |
|
|
2024
Q1 | $605K | Sell |
5,487
-1
| -0% | -$110 | 0.1% | 61 |
|
|
2023
Q4 | $560K | Hold |
5,488
| – | – | 0.08% | 65 |
|
|
2023
Q3 | $543K | Hold |
5,488
| – | – | 0.1% | 60 |
|
|
2023
Q2 | $553K | Buy |
+5,488
| New | +$553K | 0.09% | 64 |
|