Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,030
| Closed | -$207K | – | 618 |
|
|
2023
Q4 | $207K | Sell |
2,030
-312
| -13% | -$31.8K | ﹤0.01% | 525 |
|
|
2023
Q3 | $232K | Sell |
2,342
-3,355
| -59% | -$332K | 0.01% | 457 |
|
|
2023
Q2 | $574K | Buy |
5,697
+382
| +7% | +$38.5K | 0.01% | 297 |
|
|
2023
Q1 | $540K | Sell |
5,315
-2,687
| -34% | -$273K | 0.01% | 307 |
|
|
2022
Q4 | $843K | Buy |
+8,002
| New | +$843K | 0.02% | 219 |
|