AO
Advisor OS’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,404
| Closed | -$203K | – | 442 |
|
|
2024
Q4 | $203K | Buy |
7,404
+21
| +0.3% | +$575 | 0.02% | 397 |
|
|
2024
Q3 | $223K | Sell |
7,383
-362
| -5% | -$10.9K | 0.02% | 373 |
|
|
2024
Q2 | $214K | Sell |
7,745
-1,857
| -19% | -$51.4K | 0.02% | 367 |
|
|
2024
Q1 | $269K | Hold |
9,602
| – | – | 0.03% | 326 |
|
|
2023
Q4 | $269K | Buy |
+9,602
| New | +$269K | 0.04% | 274 |
|