WealthOne, LLC HDV Holdings History
WealthOne, LLC's iShares Core High Dividend ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 87,772.00 shares of iShares Core High Dividend ETF(HDV), totaling $8.68 Mil. This investment constitutes 3.51% of their stock portfolio, and WealthOne, LLC now holds 0.08% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 12 purchases of HDV, at an average price of $93.56, for a total of 138,387.00 shares. In addition, there have been 8 sales at an average price of $86.11 for 50,615.00 shares. Based on historical transaction data and HDV's current price of $119.24, WealthOne, LLC's estimated gain on his HDV holdings is $1.88 Mil, reflecting a 14.50% gain to date.
WealthOne, LLC HDV ($119.24) Holding Chart
WealthOne, LLC HDV ($119.24) 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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