Pacific Capital 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
2023
Q4
Sell
-3,178
Closed -$314K 346
2023
Q3
$314K Hold
3,178
0.09% 55
2023
Q2
$320K Hold
3,178
0.08% 53
2023
Q1
$323K Hold
3,178
0.08% 63
2022
Q4
$331K Buy
+3,178
New +$331K 0.09% 67