Tarbox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-322
| Closed | -$22K | – | 558 |
|
|
2015
Q3 | $22K | Hold |
322
| – | – | 0.02% | 142 |
|
|
2015
Q2 | $24K | Hold |
322
| – | – | 0.02% | 137 |
|
|
2015
Q1 | $24K | Hold |
322
| – | – | 0.02% | 139 |
|
|
2014
Q4 | $25K | Hold |
322
| – | – | 0.02% | 141 |
|
|
2014
Q3 | $24K | Hold |
322
| – | – | 0.02% | 147 |
|
|
2014
Q2 | $24K | Buy |
+322
| New | +$24K | 0.02% | 141 |
|