WR Wealth Planners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $82.2K | Sell |
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|
2024
Q3 | $195K | Buy |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $127K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.95K | Hold |
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|
2023
Q2 | $5.04K | Sell |
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|
2023
Q1 | $5.29K | Sell |
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|
2022
Q4 | $14.8K | Sell |
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|
2022
Q3 | $109K | Buy |
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|
2022
Q2 | $51.2K | Buy |
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