Sargent Bickham Lagudis’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 | $50.8K | Hold |
487
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $44K | Hold |
487
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $49K | Sell |
487
-93
| -16% | -$9.36K | ﹤0.01% | 424 |
|
|
2022
Q1 | $62K | Buy |
580
+93
| +19% | +$9.94K | ﹤0.01% | 409 |
|
|
2021
Q4 | $49K | Hold |
487
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $46K | Hold |
487
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $47K | Buy |
+487
| New | +$47K | ﹤0.01% | 464 |
|
|
2020
Q1 | – | Sell |
-587
| Closed | -$58K | – | 837 |
|
|
2019
Q4 | $58K | Hold |
587
| – | – | 0.01% | 356 |
|
|
2019
Q3 | $55K | Hold |
587
| – | – | 0.01% | 337 |
|
|
2019
Q2 | $55K | Sell |
587
-666
| -53% | -$62.4K | 0.01% | 354 |
|
|
2019
Q1 | $117K | Buy |
+1,253
| New | +$117K | 0.01% | 266 |
|