Sunesis Advisors, LLC HDV Holdings History
Sunesis Advisors, LLC's iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, Sunesis Advisors, LLC held 8,118.00 shares of iShares Core High Dividend ETF(HDV), totaling $983,250.00. This investment constitutes 0.53% of their stock portfolio, and Sunesis Advisors, LLC now holds 0.01% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2024Q1. And since then Sunesis Advisors, LLC has made 1 purchases of HDV, at an average price of $105.12, for a total of 8,383.00 shares. In addition, there have been 1 sales at an average price of $116.87 for 265.00 shares. Based on historical transaction data and HDV's current price of $119.60, Sunesis Advisors, LLC's estimated gain on his HDV holdings is $120,662.39, reflecting a 13.69% gain to date.
Sunesis Advisors, LLC HDV ($119.60) Holding Chart
Sunesis Advisors, LLC HDV ($119.60) 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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