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O'Brien Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

O'Brien Wealth Partners’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,376
Closed -$232K – 34
2019
Q4 		$232K Sell
2,376
-1,268
-35% -$124K 0.17% 38
2019
Q3 		$343K Sell
3,644
-643
-15% -$60.5K 0.27% 25
2019
Q2 		$410K Buy
+4,287
New +$410K 0.3% 23