SWM
SigFig Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,779
| Closed | -$5.01M | – | 126 |
|
|
2024
Q3 | $5.01M | Buy |
+42,779
| New | +$5.01M | 0.18% | 56 |
|
|
2023
Q1 | – | Sell |
-36,209
| Closed | -$2.89M | – | 100 |
|
|
2022
Q4 | $2.89M | Buy |
36,209
+22,290
| +160% | +$1.78M | 0.14% | 57 |
|
|
2022
Q3 | $1.86M | Sell |
13,919
-42,466
| -75% | -$5.66M | 0.1% | 66 |
|
|
2022
Q2 | $4.26M | Buy |
+56,385
| New | +$4.26M | 0.22% | 42 |
|