AMERICAN FINANCIAL & TAX STRATEGIES INC HDV Holdings History
AMERICAN FINANCIAL & TAX STRATEGIES INC's iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 30,111.00 shares of iShares Core High Dividend ETF(HDV), totaling $3.65 Mil. This investment constitutes 1.96% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.03% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 2 purchases of HDV, at an average price of $98.66, for a total of 33,920.00 shares. In addition, there have been 2 sales at an average price of $116.14 for 3,809.00 shares. Based on historical transaction data and HDV's current price of $119.33, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his HDV holdings is $688,829.83, reflecting a 20.58% gain to date.
AMERICAN FINANCIAL & TAX STRATEGIES INC HDV ($119.33) Holding Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC HDV ($119.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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