Total Clarity Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-250
Closed -$5K 533
2022
Q2
$5K Buy
+250
New +$5.28K ﹤0.01% 813
2022
Q1
Sell
-250
Closed -$5K 497
2021
Q4
$5K Hold
250
﹤0.01% 802
2021
Q3
$5K Buy
+250
New +$4.84K ﹤0.01% 814
2021
Q2
Sell
-250
Closed -$5K 401
2021
Q1
$5K Buy
+250
New +$4.56K ﹤0.01% 688
2020
Q1
Sell
-250
Closed -$5K 302
2019
Q4
$5K Buy
+250
New +$4.77K ﹤0.01% 582

Other funds holding HDV

Total Clarity Wealth Management's HDV Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 250 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in HDV in Q4 2019 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 250 iShares Core High Dividend ETF shares in Q3 2022, an estimated $5K.
  • Total Clarity Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's iShares Core High Dividend ETF position peaked at $5K in Q2 2022.
  • 706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.