Number of Shares
302,378.00
Current Holdings Value*
$21.64 Mil
% of Portfolio
9.89%
Total Estimate Gain
$9.09 Mil
% of Total Estimate Gain
25.95%

Stratford Consulting, LLC's iShares Core High Dividend ETF Holding Summary

As of 2020-03-31, Stratford Consulting, LLC held 302,378.00 shares of iShares Core High Dividend ETF(HDV), totaling $21.64 Mil. This investment constitutes 9.89% of their stock portfolio, and Stratford Consulting, LLC now holds 0.33% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2018Q3. And since then Stratford Consulting, LLC has made 3 purchases of HDV, at an average price of $88.66, for a total of 395,251.00 shares. In addition, there have been 4 sales at an average price of $88.14 for 92,873.00 shares. Based on historical transaction data and HDV's current price of $118.89, Stratford Consulting, LLC's estimated gain on his HDV holdings is $9.09 Mil, reflecting a 25.95% gain to date.

Stratford Consulting, LLC HDV ($118.89) Holding Chart

Stratford Consulting, LLC HDV ($118.89) 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