Personal Wealth Partners’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
2019
Q3
Sell
-11,102
Closed -$544K 587
2019
Q2
$544K Buy
11,102
+2,123
+24% +$104K 0.26% 32
2019
Q1
$431K Buy
+8,979
New +$431K 0.23% 37