Pinnacle Private Wealth’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
2022
Q2
$3.19M Buy
31,768
+2,886
+10% +$290K 1.25% 11
2022
Q1
$3.09M Buy
28,882
+980
+4% +$105K 0.96% 15
2021
Q4
$2.82M Buy
+27,902
New +$2.82M 0.88% 20