New England Guild Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,727
| Closed | -$267K | – | 53 |
|
|
2019
Q4 | $267K | Hold |
2,727
| – | – | 0.19% | 51 |
|
|
2019
Q3 | $257K | Hold |
2,727
| – | – | 0.18% | 50 |
|
|
2019
Q2 | $258K | Hold |
2,727
| – | – | 0.19% | 48 |
|
|
2019
Q1 | $254K | Hold |
2,727
| – | – | 0.19% | 47 |
|
|
2018
Q4 | $230K | Hold |
2,727
| – | – | 0.19% | 47 |
|
|
2018
Q3 | $247K | Hold |
2,727
| – | – | 0.22% | 50 |
|
|
2018
Q2 | $232K | Hold |
2,727
| – | – | 0.21% | 50 |
|
|
2018
Q1 | $230K | Hold |
2,727
| – | – | 0.22% | 46 |
|
|
2017
Q4 | $246K | Buy |
+2,727
| New | +$246K | 0.24% | 47 |
|