WC Walker & Associates, Inc. HDV Holdings History
Number of Shares
122,191.00
Current Holdings Value*
$12.41 Mil
% of Portfolio
6.57%
Total Estimate Gain
$3.59 Mil
% of Total Estimate Gain
32.51%
WC Walker & Associates, Inc.'s iShares Core High Dividend ETF Holding Summary
As of 2022-12-31, WC Walker & Associates, Inc. held 122,191.00 shares of iShares Core High Dividend ETF(HDV), totaling $12.41 Mil. This investment constitutes 6.57% of their stock portfolio, and WC Walker & Associates, Inc. now holds 0.11% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2020Q4. And since then WC Walker & Associates, Inc. has made 8 purchases of HDV, at an average price of $90.40, for a total of 122,191.00 shares. Based on historical transaction data and HDV's current price of $119.79, WC Walker & Associates, Inc.'s estimated gain on his HDV holdings is $3.59 Mil, reflecting a 32.51% gain to date.
WC Walker & Associates, Inc. HDV ($119.79) Holding Chart
WC Walker & Associates, Inc. HDV ($119.79) 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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