Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
60,234
+25,380
| +73% | +$876K | 0.07% | 129 |
|
|
2025
Q1 | $1.08M | Buy |
34,854
+11,722
| +51% | +$364K | 0.04% | 181 |
|
|
2024
Q4 | $633K | Buy |
23,132
+7,582
| +49% | +$208K | 0.02% | 224 |
|
|
2024
Q3 | $470K | Sell |
15,550
-87,055
| -85% | -$2.63M | 0.02% | 268 |
|
|
2024
Q2 | $2.84M | Sell |
102,605
-112,686
| -52% | -$3.12M | 0.09% | 120 |
|
|
2024
Q1 | $6.04M | Sell |
215,291
-984
| -0.5% | -$27.6K | 0.2% | 81 |
|
|
2023
Q4 | $6.05M | Sell |
216,275
-23,252
| -10% | -$651K | 0.23% | 54 |
|
|
2023
Q3 | $6.08M | Buy |
239,527
+4,499
| +2% | +$114K | 0.25% | 48 |
|
|
2023
Q2 | $6.19M | Buy |
235,028
+1,729
| +0.7% | +$45.5K | 0.25% | 51 |
|
|
2023
Q1 | $6.41M | Sell |
233,299
-468
| -0.2% | -$12.9K | 0.26% | 49 |
|
|
2022
Q4 | $6.35M | Buy |
233,767
+60,448
| +35% | +$1.64M | 0.25% | 51 |
|
|
2022
Q3 | $3.91M | Sell |
173,319
-2,454
| -1% | -$55.3K | 0.18% | 67 |
|
|
2022
Q2 | $4.77M | Buy |
+175,773
| New | +$4.77M | 0.2% | 60 |
|
|
2018
Q4 | – | Sell |
-939
| Closed | -$31K | – | 701 |
|
|
2018
Q3 | $31K | Buy |
+939
| New | +$31K | ﹤0.01% | 601 |
|
|
2018
Q2 | – | Sell |
-939
| Closed | -$31K | – | 791 |
|
|
2018
Q1 | $31K | Buy |
+939
| New | +$31K | ﹤0.01% | 636 |
|