Resurgent Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,404
| Closed | -$265K | – | 182 |
|
|
2024
Q1 | $265K | Buy |
2,404
+902
| +60% | +$99.4K | 0.14% | 156 |
|
|
2023
Q4 | $153K | Sell |
1,502
-3
| -0.2% | -$306 | 0.09% | 190 |
|
|
2023
Q3 | $149K | Buy |
1,505
+72
| +5% | +$7.12K | 0.1% | 180 |
|
|
2023
Q2 | $144K | Sell |
1,433
-2,447
| -63% | -$247K | 0.1% | 184 |
|
|
2023
Q1 | $394K | Sell |
3,880
-53
| -1% | -$5.39K | 0.26% | 87 |
|
|
2022
Q4 | $410K | Sell |
3,933
-258
| -6% | -$26.9K | 0.22% | 104 |
|
|
2022
Q3 | $382K | Buy |
4,191
+892
| +27% | +$81.3K | 0.26% | 105 |
|
|
2022
Q2 | $331K | Sell |
3,299
-324
| -9% | -$32.5K | 0.21% | 121 |
|
|
2022
Q1 | $387K | Buy |
+3,623
| New | +$387K | 0.24% | 103 |
|