THWM
Taylor Hoffman Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-950
| Closed | -$77K | – | 217 |
|
|
2020
Q2 | $77K | Buy |
+950
| New | +$77K | 0.05% | 169 |
|
|
2020
Q1 | – | Sell |
-950
| Closed | -$93K | – | 221 |
|
|
2019
Q4 | $93K | Hold |
950
| – | – | 0.06% | 169 |
|
|
2019
Q3 | $89K | Hold |
950
| – | – | 0.06% | 162 |
|
|
2019
Q2 | $90K | Hold |
950
| – | – | 0.07% | 155 |
|
|
2019
Q1 | $89K | Hold |
950
| – | – | 0.07% | 151 |
|
|
2018
Q4 | $80K | Hold |
950
| – | – | 0.07% | 144 |
|
|
2018
Q3 | $86K | Buy |
+950
| New | +$86K | 0.07% | 144 |
|