SHJ
Sharkey, Howes & Javer’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39,943
| Closed | -$3.95M | – | 119 |
|
|
2023
Q3 | $3.95M | Sell |
39,943
-6,735
| -14% | -$666K | 0.76% | 31 |
|
|
2023
Q2 | $4.7M | Sell |
46,678
-5,657
| -11% | -$570K | 0.89% | 23 |
|
|
2023
Q1 | $5.32M | Sell |
52,335
-6,895
| -12% | -$701K | 1.14% | 18 |
|
|
2022
Q4 | $6.17M | Sell |
59,230
-43,516
| -42% | -$4.54M | 1.42% | 14 |
|
|
2022
Q3 | $9.38M | Buy |
102,746
+40,762
| +66% | +$3.72M | 2.04% | 11 |
|
|
2022
Q2 | $6.23M | Buy |
+61,984
| New | +$6.23M | 1.51% | 14 |
|