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Wealthspire Advisors (Maryland)’s iShares Core High Dividend ETF HDV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$1.84M Buy
22,909
+15,505
+209% +$1.25M 0.07% 135
2020
Q2 		$601K Buy
7,404
+2,783
+60% +$226K 0.04% 223
2020
Q1 		$331K Buy
4,621
+940
+26% +$67.3K 0.03% 289
2019
Q4 		$361K Buy
+3,681
New +$361K 0.02% 333