WWM
Wagner 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
Q1 | – | Sell |
-54
| Closed | -$5K | – | 407 |
|
|
2021
Q4 | $5K | Sell |
54
-6
| -10% | -$556 | ﹤0.01% | 560 |
|
|
2021
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 522 |
|
|
2021
Q2 | $6K | Sell |
60
-50
| -45% | -$5K | ﹤0.01% | 549 |
|
|
2021
Q1 | $10K | Hold |
110
| – | – | 0.01% | 462 |
|
|
2020
Q4 | $10K | Buy |
+110
| New | +$10K | 0.01% | 183 |
|