LifePlan Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $131K | Hold |
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|
2020
Q2 | $132K | Sell |
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|
2020
Q1 | $138K | Sell |
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|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $333K | Buy |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $275K | Sell |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $332K | Hold |
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|
2017
Q3 | $332K | Buy |
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|
2017
Q2 | $269K | Buy |
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|
2017
Q1 | $252K | Buy |
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