Valtinson Bruner Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,323
| Closed | -$338K | – | 113 |
|
|
2023
Q1 | $338K | Sell |
3,323
-261
| -7% | -$26.5K | 0.19% | 91 |
|
|
2022
Q4 | $372K | Buy |
3,584
+17
| +0.5% | +$1.76K | 0.22% | 85 |
|
|
2022
Q3 | $326K | Buy |
3,567
+1,031
| +41% | +$94.2K | 0.2% | 77 |
|
|
2022
Q2 | $255K | Buy |
2,536
+407
| +19% | +$40.9K | 0.16% | 84 |
|
|
2022
Q1 | $231K | Buy |
+2,129
| New | +$231K | 0.13% | 84 |
|