Stone House Investment Management’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
Q2
Hold
0
-$2 348
2023
Q1
Hold
0
309
2022
Q4
Sell
-34,299
Closed -$3.13M 48
2022
Q3
$3.13M Sell
34,299
-13,274
-28% -$1.21M 1.45% 14
2022
Q2
$4.78M Buy
+47,573
New +$4.78M 2.16% 11