WWM
WJ Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-106,049
| Closed | -$11.1M | – | 56 |
|
|
2022
Q4 | $11.1M | Buy |
106,049
+26,761
| +34% | +$2.79M | 6.42% | 6 |
|
|
2022
Q3 | $7.24M | Buy |
79,288
+23,726
| +43% | +$2.17M | 4.54% | 9 |
|
|
2022
Q2 | $5.59M | Buy |
+55,562
| New | +$5.59M | 3.97% | 10 |
|