PRWA
Platte River Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.62M | Buy |
13,759
+380
| +3% | +$44.7K | 0.43% | 43 |
|
2024
Q2 | $1.45M | Buy |
13,379
+411
| +3% | +$44.7K | 0.41% | 43 |
|
2024
Q1 | $1.43M | Buy |
12,968
+134
| +1% | +$14.8K | 0.41% | 42 |
|
2023
Q4 | $1.31M | Buy |
12,834
+5,229
| +69% | +$533K | 0.43% | 45 |
|
2023
Q3 | $752K | Hold |
7,605
| – | – | 0.28% | 56 |
|
2023
Q2 | $767K | Buy |
7,605
+4,500
| +145% | +$454K | 0.27% | 58 |
|
2023
Q1 | $316K | Hold |
3,105
| – | – | 0.12% | 75 |
|
2022
Q4 | $324K | Buy |
3,105
+125
| +4% | +$13K | 0.14% | 74 |
|
2022
Q3 | $272K | Buy |
+2,980
| New | +$272K | 0.12% | 76 |
|