WealthPlan Investment Management’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 Q1	–	Sell	-5,366	Closed	-$567K	–	486
2022 Q4	$567K	Sell	5,366 -179	-3%	-$18.9K	0.04%	239
2022 Q3	$582K	Buy	+5,545	New	+$582K	0.04%	225
2022 Q1	$496K	Buy	+4,788	New	+$496K	0.03%	250