SSWG
Seven Springs Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$142K | – | 105 |
|
|
2021
Q1 | $142K | Hold |
1,500
| – | – | 0.07% | 63 |
|
|
2020
Q4 | $132K | Hold |
1,500
| – | – | 0.07% | 59 |
|
|
2020
Q3 | $121K | Hold |
1,500
| – | – | 0.08% | 59 |
|
|
2020
Q2 | $122K | Sell |
1,500
-299
| -17% | -$24.3K | 0.08% | 55 |
|
|
2020
Q1 | $129K | Sell |
1,799
-7,819
| -81% | -$561K | 0.09% | 56 |
|
|
2019
Q4 | $943K | Buy |
+9,618
| New | +$943K | 0.64% | 16 |
|