Avantax Planning Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Sell |
11,170
-284
| -2% | -$21.6K | 0.03% | 204 |
|
|
2025
Q1 | $789K | Hold |
11,454
| – | – | 0.03% | 199 |
|
|
2024
Q4 | $738K | Buy |
11,454
+284
| +3% | +$18.3K | 0.03% | 203 |
|
|
2024
Q3 | $791K | Sell |
11,170
-21,038
| -65% | -$1.49M | 0.03% | 193 |
|
|
2024
Q2 | $2.11M | Hold |
32,208
| – | – | 0.07% | 141 |
|
|
2024
Q1 | $2.16M | Buy |
32,208
+458
| +1% | +$30.7K | 0.07% | 142 |
|
|
2023
Q4 | $2.02M | Sell |
31,750
-4,706
| -13% | -$300K | 0.08% | 110 |
|
|
2023
Q3 | $2.12M | Sell |
36,456
-92
| -0.3% | -$5.36K | 0.09% | 100 |
|
|
2023
Q2 | $2.23M | Sell |
36,548
-298
| -0.8% | -$18.2K | 0.09% | 99 |
|
|
2023
Q1 | $2.23M | Sell |
36,846
-642
| -2% | -$38.8K | 0.09% | 96 |
|
|
2022
Q4 | $2.1M | Sell |
37,488
-4,356
| -10% | -$244K | 0.08% | 100 |
|
|
2022
Q3 | $2.02M | Buy |
+41,844
| New | +$2.02M | 0.09% | 94 |
|