Wetzel Investment Advisors’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
2024
Q3
Sell
-255
Closed -$28.1K 437
2024
Q2
$28.1K Hold
255
0.02% 295
2024
Q1
$27.2K Hold
255
0.02% 327
2023
Q4
$26K Buy
+255
New +$26K 0.02% 326