CWM
Castle Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Hold |
3,222
| – | – | 0.09% | 107 |
|
2025
Q1 | $222K | Hold |
3,222
| – | – | 0.09% | 117 |
|
2024
Q4 | $208K | Hold |
3,222
| – | – | 0.08% | 114 |
|
2024
Q3 | $228K | Hold |
3,222
| – | – | 0.09% | 114 |
|
2024
Q2 | $211K | Hold |
3,222
| – | – | 0.1% | 110 |
|
2024
Q1 | $216K | Hold |
3,222
| – | – | 0.11% | 114 |
|
2023
Q4 | $205K | Buy |
+3,222
| New | +$205K | 0.12% | 114 |
|
2022
Q4 | – | Sell |
-3,222
| Closed | -$156K | – | 341 |
|
2022
Q3 | $156K | Buy |
+3,222
| New | +$156K | 0.09% | 119 |
|