SFWA
Summit Financial Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21,856
| Closed | -$2.09M | – | 130 |
|
|
2019
Q4 | $2.09M | Sell |
21,856
-394
| -2% | -$37.7K | 0.51% | 42 |
|
|
2019
Q3 | $2.07M | Buy |
22,250
+172
| +0.8% | +$16K | 0.51% | 45 |
|
|
2019
Q2 | $2.09M | Buy |
+22,078
| New | +$2.09M | 0.51% | 47 |
|
|
2017
Q1 | – | Sell |
-2,572
| Closed | -$212K | – | 144 |
|
|
2016
Q4 | $212K | Sell |
2,572
-484
| -16% | -$39.9K | 0.09% | 133 |
|
|
2016
Q3 | $248K | Hold |
3,056
| – | – | 0.11% | 123 |
|
|
2016
Q2 | $251K | Buy |
+3,056
| New | +$251K | 0.1% | 120 |
|