Aris Wealth Services’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.78M | Buy |
63,353
+6,108
| +11% | +$172K | 3.74% | 6 |
|
|
2015
Q2 | $1.85M | Buy |
57,245
+283
| +0.5% | +$9.15K | 1.7% | 9 |
|
|
2015
Q1 | $1.92M | Buy |
56,962
+4,778
| +9% | +$161K | 1.79% | 8 |
|
|
2014
Q4 | $1.76M | Buy |
52,184
+3,916
| +8% | +$132K | 1.96% | 9 |
|
|
2014
Q3 | $1.73M | Buy |
48,268
+7,004
| +17% | +$251K | 2.14% | 9 |
|
|
2014
Q2 | $1.65M | Buy |
41,264
+5,206
| +14% | +$208K | 2.15% | 9 |
|
|
2014
Q1 | $1.39M | Buy |
+36,058
| New | +$1.39M | 2.04% | 9 |
|