AWM
Aries Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,587
| Closed | -$205K | – | 163 |
|
|
2019
Q2 | $205K | Hold |
6,587
| – | – | 0.14% | 145 |
|
|
2019
Q1 | $203K | Buy |
+6,587
| New | +$203K | 0.15% | 145 |
|
|
2018
Q4 | – | Sell |
-6,587
| Closed | -$215K | – | 119 |
|
|
2018
Q3 | $215K | Hold |
6,587
| – | – | 0.19% | 117 |
|
|
2018
Q2 | $220K | Sell |
6,587
-135
| -2% | -$4.51K | 0.2% | 118 |
|
|
2018
Q1 | $227K | Hold |
6,722
| – | – | 0.22% | 106 |
|
|
2017
Q4 | $236K | Buy |
+6,722
| New | +$236K | 0.22% | 104 |
|