United Capital Management of KS’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,087
| Closed | -$246K | – | 93 |
|
|
2024
Q3 | $246K | Sell |
2,087
-60
| -3% | -$7.06K | 0.05% | 76 |
|
|
2024
Q2 | $233K | Buy |
2,147
+176
| +9% | +$19.1K | 0.05% | 72 |
|
|
2024
Q1 | $217K | Buy |
+1,971
| New | +$217K | 0.05% | 78 |
|
|
2022
Q2 | – | Sell |
-2,253
| Closed | -$241K | – | 89 |
|
|
2022
Q1 | $241K | Buy |
2,253
+69
| +3% | +$7.38K | 0.09% | 85 |
|
|
2021
Q4 | $221K | Buy |
+2,184
| New | +$221K | 0.08% | 87 |
|
|
2020
Q1 | – | Sell |
-2,754
| Closed | -$270K | – | 89 |
|
|
2019
Q4 | $270K | Buy |
+2,754
| New | +$270K | 0.17% | 94 |
|