Lumature Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $128K | Hold |
1,273
| – | – | 0.08% | 178 |
|
|
2023
Q1 | $129K | Hold |
1,273
| – | – | 0.07% | 175 |
|
|
2022
Q4 | $133K | Buy |
1,273
+240
| +23% | +$25K | 0.07% | 175 |
|
|
2022
Q3 | $94K | Hold |
1,033
| – | – | 0.05% | 196 |
|
|
2022
Q2 | $104K | Buy |
1,033
+120
| +13% | +$12.1K | 0.05% | 202 |
|
|
2022
Q1 | $98K | Hold |
913
| – | – | 0.04% | 213 |
|
|
2021
Q4 | $92K | Buy |
913
+240
| +36% | +$24.2K | 0.04% | 189 |
|
|
2021
Q3 | $63K | Hold |
673
| – | – | 0.03% | 218 |
|
|
2021
Q2 | $65K | Hold |
673
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $64K | Hold |
673
| – | – | 0.03% | 207 |
|
|
2020
Q4 | $59K | Buy |
+673
| New | +$59K | 0.06% | 145 |
|