Proficio Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,050
| Closed | -$257K | – | 1296 |
|
|
2017
Q2 | $257K | Sell |
3,050
-735
| -19% | -$61.9K | 0.11% | 134 |
|
|
2017
Q1 | $317K | Sell |
3,785
-1,120
| -23% | -$93.8K | 0.14% | 107 |
|
|
2016
Q4 | $403K | Buy |
4,905
+630
| +15% | +$51.8K | 0.17% | 99 |
|
|
2016
Q3 | $347K | Buy |
4,275
+205
| +5% | +$16.6K | 0.2% | 101 |
|
|
2016
Q2 | $336K | Buy |
+4,070
| New | +$336K | 0.21% | 97 |
|