Riverpoint Wealth Management Holdings’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 |
-2,039
| Closed | -$225K | – | 54 |
|
|
2024
Q1 | $225K | Sell |
2,039
-569
| -22% | -$62.7K | 0.06% | 48 |
|
|
2023
Q4 | $266K | Hold |
2,608
| – | – | 0.08% | 45 |
|
|
2023
Q3 | $258K | Hold |
2,608
| – | – | 0.09% | 45 |
|
|
2023
Q2 | $263K | Hold |
2,608
| – | – | 0.08% | 45 |
|
|
2023
Q1 | $265K | Sell |
2,608
-542
| -17% | -$55.1K | 0.09% | 44 |
|
|
2022
Q4 | $328K | Hold |
3,150
| – | – | 0.12% | 39 |
|
|
2022
Q3 | $288K | Buy |
+3,150
| New | +$288K | 0.12% | 39 |
|