SPAS
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Spectrum Planning & Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-12,325
Closed -$1.13M 46
2022
Q3
$1.13M Sell
12,325
-1,265
-9% -$115K 1.14% 16
2022
Q2
$1.37M Buy
+13,590
New +$1.37M 1.42% 14