Mountain Capital 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
2022
Q4
Sell
-13,241
Closed -$1.28M 82
2022
Q3
$1.28M Sell
13,241
-169,265
-93% -$16.4M 0.67% 55
2022
Q2
$18.4M Buy
+182,506
New +$18.4M 9.2% 2