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 %

Top Ranked Articles

  • 1