MWM
Minot Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $221K | Hold |
2,197
| – | – | 0.06% | 167 |
|
|
2022
Q1 | $235K | Sell |
2,197
-310
| -12% | -$33.2K | 0.05% | 178 |
|
|
2021
Q4 | $253K | Buy |
2,507
+350
| +16% | +$35.3K | 0.05% | 167 |
|
|
2021
Q3 | $203K | Hold |
2,157
| – | – | 0.04% | 196 |
|
|
2021
Q2 | $209K | Hold |
2,157
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $205K | Sell |
2,157
-559
| -21% | -$53.1K | 0.05% | 186 |
|
|
2020
Q4 | $238K | Hold |
2,716
| – | – | 0.07% | 139 |
|
|
2020
Q3 | $219K | Hold |
2,716
| – | – | 0.08% | 127 |
|
|
2020
Q2 | $220K | Buy |
+2,716
| New | +$220K | 0.11% | 104 |
|