CFA
Capstone Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,768
| Closed | -$247K | – | 166 |
|
|
2024
Q2 | $247K | Buy |
3,768
+26
| +0.7% | +$1.71K | 0.02% | 128 |
|
|
2024
Q1 | $251K | Sell |
3,742
-59
| -2% | -$3.96K | 0.02% | 121 |
|
|
2023
Q4 | $242K | Sell |
3,801
-80
| -2% | -$5.09K | 0.02% | 119 |
|
|
2023
Q3 | $226K | Sell |
3,881
-25
| -0.6% | -$1.46K | 0.02% | 118 |
|
|
2023
Q2 | $239K | Sell |
3,906
-9
| -0.2% | -$550 | 0.02% | 112 |
|
|
2023
Q1 | $237K | Sell |
3,915
-91
| -2% | -$5.5K | 0.02% | 111 |
|
|
2022
Q4 | $224K | Buy |
+4,006
| New | +$224K | 0.02% | 114 |
|