Marietta Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,137
| Closed | -$255K | – | 107 |
|
|
2020
Q2 | $255K | Sell |
3,137
-351
| -10% | -$28.5K | 0.09% | 104 |
|
|
2020
Q1 | $250K | Buy |
3,488
+474
| +16% | +$34K | 0.1% | 101 |
|
|
2019
Q4 | $296K | Buy |
3,014
+22
| +0.7% | +$2.16K | 0.1% | 107 |
|
|
2019
Q3 | $282K | Buy |
2,992
+749
| +33% | +$70.6K | 0.1% | 110 |
|
|
2019
Q2 | $212K | Buy |
+2,243
| New | +$212K | 0.08% | 111 |
|