WP
WealthSpring Partners’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $783K | Sell |
7,914
-388
| -5% | -$38.4K | 0.58% | 29 |
|
|
2023
Q2 | $837K | Buy |
8,302
+2
| +0% | +$202 | 0.61% | 25 |
|
|
2023
Q1 | $844K | Sell |
8,300
-118
| -1% | -$12K | 0.65% | 23 |
|
|
2022
Q4 | $878K | Buy |
8,418
+978
| +13% | +$102K | 0.69% | 24 |
|
|
2022
Q3 | $679K | Buy |
+7,440
| New | +$679K | 0.6% | 26 |
|