UFA
US Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-31,501
| Closed | -$2.31M | – | 531 |
|
|
2015
Q4 | $2.31M | Buy |
31,501
+1,873
| +6% | +$138K | 2.19% | 12 |
|
|
2015
Q3 | $2.06M | Buy |
29,628
+2,200
| +8% | +$153K | 3.43% | 5 |
|
|
2015
Q2 | $2.02M | Sell |
27,428
-1,562
| -5% | -$115K | 1.9% | 13 |
|
|
2015
Q1 | $2.17M | Sell |
28,990
-321
| -1% | -$24.1K | 1.98% | 13 |
|
|
2014
Q4 | $2.24M | Buy |
+29,311
| New | +$2.24M | 2% | 14 |
|