TRUE Private Wealth Advisors’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
Q4
Sell
-16,530
Closed -$301K 229
2022
Q3
$301K Sell
16,530
-4,085
-20% -$82.5K 0.05% 150
2022
Q2
$414K Buy
+20,615
New +$435K 0.06% 131

Other funds holding HDV

TRUE Private Wealth Advisors's HDV Position: Q4 2022 in Review

TRUE Private Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2022, closing a stake of 16,530 shares — an estimated $301K sold.

TRUE Private Wealth Advisors first reported a position in HDV in Q2 2022 and held it in 2 quarters. The position peaked at $414K in Q2 2022. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • TRUE Private Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 16,530 iShares Core High Dividend ETF shares in Q4 2022, an estimated $301K.
  • TRUE Private Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's iShares Core High Dividend ETF position peaked at $414K in Q2 2022.
  • 748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.