Northwest Financial 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
Q4
Sell
-412
Closed -$48.5K 284
2024
Q3
$48.5K Buy
+412
New +$48.5K 0.04% 232
2024
Q1
Sell
-412
Closed -$42K 265
2023
Q4
$42K Buy
+412
New +$42K 0.04% 227