SFPG
Stonebridge Financial Planning Group’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,640
| Closed | -$169K | – | 218 |
|
|
2021
Q4 | $169K | Hold |
1,640
| – | – | 0.09% | 132 |
|
|
2021
Q3 | $163K | Hold |
1,640
| – | – | 0.08% | 135 |
|
|
2021
Q2 | $160K | Hold |
1,640
| – | – | 0.08% | 130 |
|
|
2021
Q1 | $157K | Sell |
1,640
-535
| -25% | -$51.2K | 0.09% | 125 |
|
|
2020
Q4 | $191K | Hold |
2,175
| – | – | 0.12% | 105 |
|
|
2020
Q3 | $178K | Sell |
2,175
-1,054
| -33% | -$86.3K | 0.13% | 95 |
|
|
2020
Q2 | $263K | Buy |
3,229
+4
| +0.1% | +$326 | 0.22% | 71 |
|
|
2020
Q1 | $252K | Sell |
3,225
-75
| -2% | -$5.86K | 0.25% | 67 |
|
|
2019
Q4 | $324K | Buy |
+3,300
| New | +$324K | 0.29% | 65 |
|