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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-61,625
Closed -$1.13M 45
2022
Q3
$1.13M Sell
61,625
-6,325
-9% -$128K 1.14% 16
2022
Q2
$1.36M Buy
+67,950
New +$1.44M 1.42% 14

Other funds holding HDV

Spectrum Planning & Advisory Services's HDV Position: Q4 2022 in Review

Spectrum Planning & Advisory Services sold out of iShares Core High Dividend ETF (HDV) in Q4 2022, closing a stake of 61,625 shares — an estimated $1.13M sold.

Spectrum Planning & Advisory Services first reported a position in HDV in Q2 2022 and held it in 2 quarters. The position peaked at $1.36M in Q2 2022. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • Spectrum Planning & Advisory Services reported no remaining iShares Core High Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 61,625 iShares Core High Dividend ETF shares in Q4 2022, an estimated $1.13M.
  • Spectrum Planning & Advisory Services first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 2 quarters.
  • Spectrum Planning & Advisory Services's iShares Core High Dividend ETF position peaked at $1.36M in Q2 2022.
  • 748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.