West Wealth Group’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
2022
Q4
Sell
-49,617
Closed -$4.53M 75
2022
Q3
$4.53M Sell
49,617
-10,012
-17% -$914K 2.3% 10
2022
Q2
$5.99M Buy
+59,629
New +$5.99M 2.78% 9