WR Wealth Planners’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
Q4 | $82.2K | Sell |
732
-926
| -56% | -$104K | 0.03% | 257 |
|
|
2024
Q3 | $195K | Buy |
1,658
+197
| +13% | +$23.2K | 0.05% | 187 |
|
|
2024
Q2 | $159K | Buy |
1,461
+308
| +27% | +$33.5K | 0.05% | 197 |
|
|
2024
Q1 | $127K | Buy |
+1,153
| New | +$127K | 0.04% | 229 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$4.95K | – | 471 |
|
|
2023
Q3 | $4.95K | Hold |
50
| – | – | ﹤0.01% | 679 |
|
|
2023
Q2 | $5.04K | Sell |
50
-2
| -4% | -$202 | ﹤0.01% | 678 |
|
|
2023
Q1 | $5.29K | Sell |
52
-90
| -63% | -$9.15K | ﹤0.01% | 673 |
|
|
2022
Q4 | $14.8K | Sell |
142
-1,056
| -88% | -$110K | 0.01% | 233 |
|
|
2022
Q3 | $109K | Buy |
1,198
+688
| +135% | +$62.8K | 0.08% | 122 |
|
|
2022
Q2 | $51.2K | Buy |
+510
| New | +$51.2K | 0.03% | 166 |
|