BigSur Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,500
| Closed | -$68.7K | – | 127 |
|
|
2023
Q1 | $68.7K | Hold |
2,500
| – | – | 0.03% | 120 |
|
|
2022
Q4 | $67.9K | Hold |
2,500
| – | – | 0.03% | 116 |
|
|
2022
Q3 | $56K | Hold |
2,500
| – | – | 0.03% | 117 |
|
|
2022
Q2 | $68K | Hold |
2,500
| – | – | 0.03% | 129 |
|
|
2022
Q1 | $79K | Hold |
2,500
| – | – | 0.03% | 132 |
|
|
2021
Q4 | $78K | Hold |
2,500
| – | – | 0.03% | 129 |
|
|
2021
Q3 | $76K | Hold |
2,500
| – | – | 0.03% | 120 |
|
|
2021
Q2 | $81K | Hold |
2,500
| – | – | 0.04% | 117 |
|
|
2021
Q1 | $79K | Hold |
2,500
| – | – | 0.04% | 124 |
|
|
2020
Q4 | $74K | Hold |
2,500
| – | – | 0.04% | 104 |
|
|
2020
Q3 | $62K | Hold |
2,500
| – | – | 0.04% | 99 |
|
|
2020
Q2 | $63K | Hold |
2,500
| – | – | 0.05% | 97 |
|
|
2020
Q1 | $57K | Hold |
2,500
| – | – | 0.04% | 101 |
|
|
2019
Q4 | $84K | Buy |
+2,500
| New | +$84K | 0.05% | 113 |
|