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Twelve Points 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
2022
Q2
Sell
-2,490
Closed -$266K 167
2022
Q1
$266K Sell
2,490
-135
-5% -$14.4K 0.2% 148
2021
Q4
$265K Buy
+2,625
New +$265K 0.21% 136