Stokes Family Office’s iShares Core High Dividend ETF HDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,892	Closed	-$510K	–	308
2022 Q4	$510K	Sell	4,892 -77,105	-94%	-$8.04M	0.07%	162
2022 Q3	$7.49M	Sell	81,997 -19,937	-20%	-$1.82M	1.07%	20
2022 Q2	$10.2M	Buy	+101,934	New	+$10.2M	1.4%	16