Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$530,717.88
% of Total Estimate Gain
2.53%

STEEL GROVE CAPITAL ADVISORS, LLC's iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, STEEL GROVE CAPITAL ADVISORS, LLC held - shares of iShares Core High Dividend ETF(HDV), totaling N/A. This investment constitutes 0% of their stock portfolio, and STEEL GROVE CAPITAL ADVISORS, LLC now holds 0% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2022Q4. And since then STEEL GROVE CAPITAL ADVISORS, LLC has made 4 purchases of HDV, at an average price of $103.69, for a total of 202,661.00 shares. In addition, there have been 6 sales at an average price of $106.31 for 202,661.00 shares. Based on historical transaction data and HDV's current price of $119.14, STEEL GROVE CAPITAL ADVISORS, LLC's estimated gain on his HDV holdings is $530,717.88, reflecting a 2.53% gain to date.

STEEL GROVE CAPITAL ADVISORS, LLC HDV ($119.14) Holding Chart

STEEL GROVE CAPITAL ADVISORS, LLC HDV ($119.14) 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 %

Top Ranked Articles

  • 1