Lineweaver Wealth Advisors’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
-3,372
Closed -$346K 124
2023
Q1
$346K Sell
3,372
-61,770
-95% -$6.33M 0.11% 100
2022
Q4
$6.79M Buy
65,142
+84
+0.1% +$8.76K 2.06% 12
2022
Q3
$5.94M Buy
65,058
+1,744
+3% +$159K 1.93% 12
2022
Q2
$6.36M Buy
+63,314
New +$6.36M 2.1% 12