TWA
TPB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.85M | Sell |
37,874
-9,852
| -21% | -$1M | 2.1% | 16 |
|
|
2022
Q4 | $5.03M | Buy |
47,726
+2,104
| +5% | +$222K | 2.58% | 14 |
|
|
2022
Q3 | $4.17M | Buy |
45,622
+2,418
| +6% | +$221K | 1.99% | 13 |
|
|
2022
Q2 | $4.34M | Buy |
43,204
+930
| +2% | +$93.4K | 1.96% | 12 |
|
|
2022
Q1 | $4.52M | Buy |
+42,274
| New | +$4.52M | 1.69% | 14 |
|