Lumature Wealth Partners’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
2023
Q2
$128K Hold
2023
Q1
$129K Hold
2022
Q4
$133K Buy
2022
Q3
$94K Hold
2022
Q2
$104K Buy
2022
Q1
$98K Hold
2021
Q4
$92K Buy
2021
Q3
$63K Hold
2021
Q2
$65K Hold
2021
Q1
$64K Hold
2020
Q4
$59K Buy