Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,929
| Closed | -$328K | – | 88 |
|
|
2016
Q3 | $328K | Hold |
10,929
| – | – | 0.13% | 49 |
|
|
2016
Q2 | $313 | Sell |
10,929
-389
| -3% | -$11 | 0.11% | 45 |
|
|
2016
Q1 | $328K | Hold |
11,318
| – | – | 0.18% | 40 |
|
|
2015
Q4 | $324K | Hold |
11,318
| – | – | 0.16% | 24 |
|
|
2015
Q3 | $318K | Buy |
+11,318
| New | +$318K | 0.2% | 21 |
|
|
2015
Q1 | – | Sell |
-87,765
| Closed | -$2.96M | – | 41 |
|
|
2014
Q4 | $2.96M | Buy |
+87,765
| New | +$2.96M | 1.22% | 13 |
|