QPWM
Quadrant Private Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,158
| Closed | -$238K | – | 255 |
|
|
2024
Q1 | $238K | Sell |
2,158
-241
| -10% | -$26.6K | 0.06% | 202 |
|
|
2023
Q4 | $245K | Sell |
2,399
-357
| -13% | -$36.4K | 0.07% | 193 |
|
|
2023
Q3 | $276K | Sell |
2,756
-154
| -5% | -$15.4K | 0.09% | 173 |
|
|
2023
Q2 | $293K | Sell |
2,910
-304
| -9% | -$30.6K | 0.08% | 189 |
|
|
2023
Q1 | $327K | Sell |
3,214
-469
| -13% | -$47.7K | 0.1% | 164 |
|
|
2022
Q4 | $384K | Buy |
+3,683
| New | +$384K | 0.13% | 143 |
|
|
2022
Q2 | $360K | Buy |
+3,586
| New | +$360K | 0.15% | 128 |
|