XF
XML Financial’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-61,747
| Closed | -$6.22M | – | 324 |
|
|
2023
Q2 | $6.22M | Sell |
61,747
-7,945
| -11% | -$801K | 0.72% | 41 |
|
|
2023
Q1 | $7.08M | Buy |
69,692
+8,170
| +13% | +$831K | 0.86% | 35 |
|
|
2022
Q4 | $6.41M | Buy |
61,522
+11,444
| +23% | +$1.19M | 0.81% | 42 |
|
|
2022
Q3 | $4.57M | Buy |
+50,078
| New | +$4.57M | 0.63% | 52 |
|