AWMS
Advocacy Wealth Management Services’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,496
| Closed | -$68K | – | 137 |
|
|
2022
Q2 | $68K | Sell |
2,496
-400
| -14% | -$10.9K | 0.01% | 44 |
|
|
2022
Q1 | $93K | Buy |
2,896
+250
| +9% | +$8.03K | 0.02% | 38 |
|
|
2021
Q4 | $83K | Hold |
2,646
| – | – | 0.01% | 45 |
|
|
2021
Q3 | $80K | Hold |
2,646
| – | – | 0.01% | 48 |
|
|
2021
Q2 | $86K | Buy |
2,646
+2,471
| +1,412% | +$80.3K | 0.02% | 52 |
|
|
2021
Q1 | $6K | Hold |
175
| – | – | ﹤0.01% | 128 |
|
|
2020
Q4 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 130 |
|
|
2019
Q4 | – | Sell |
-115,394
| Closed | -$3.55M | – | 148 |
|
|
2019
Q3 | $3.55M | Buy |
115,394
+10,612
| +10% | +$326K | 2.37% | 15 |
|
|
2019
Q2 | $3.22M | Buy |
104,782
+57,389
| +121% | +$1.76M | 2.33% | 14 |
|
|
2019
Q1 | $1.48M | Buy |
+47,393
| New | +$1.48M | 1.61% | 16 |
|
|
2018
Q2 | – | Sell |
-280
| Closed | -$9K | – | 183 |
|
|
2018
Q1 | $9K | Hold |
280
| – | – | 0.01% | 147 |
|
|
2017
Q4 | $9K | Hold |
280
| – | – | 0.01% | 165 |
|
|
2017
Q3 | $9K | Hold |
280
| – | – | ﹤0.01% | 205 |
|
|
2017
Q2 | $9K | Hold |
280
| – | – | ﹤0.01% | 197 |
|
|
2017
Q1 | $9K | Sell |
280
-21
| -7% | -$675 | ﹤0.01% | 218 |
|
|
2016
Q4 | $9K | Hold |
301
| – | – | ﹤0.01% | 211 |
|
|
2016
Q3 | $9K | Hold |
301
| – | – | ﹤0.01% | 273 |
|
|
2016
Q2 | $9K | Sell |
301
-14
| -4% | -$419 | ﹤0.01% | 302 |
|
|
2016
Q1 | $9K | Buy |
+315
| New | +$9K | 0.01% | 365 |
|