Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $792K | Buy |
7,599
+20
| +0.3% | +$2.09K | 0.19% | 63 |
|
|
2022
Q3 | $693K | Buy |
7,579
+2,801
| +59% | +$256K | 0.2% | 58 |
|
|
2022
Q2 | $480K | Buy |
4,778
+56
| +1% | +$5.63K | 0.14% | 68 |
|
|
2022
Q1 | $505K | Buy |
4,722
+150
| +3% | +$16K | 0.14% | 62 |
|
|
2021
Q4 | $462K | Buy |
4,572
+14
| +0.3% | +$1.42K | 0.1% | 68 |
|
|
2021
Q3 | $430K | Sell |
4,558
-259
| -5% | -$24.4K | 0.11% | 71 |
|
|
2021
Q2 | $465K | Buy |
4,817
+88
| +2% | +$8.5K | 0.12% | 65 |
|
|
2021
Q1 | $449K | Hold |
4,729
| – | – | 0.13% | 63 |
|
|
2020
Q4 | $414K | Buy |
+4,729
| New | +$414K | 0.13% | 64 |
|