CFM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,014
| Closed | -$218K | – | 161 |
|
|
2022
Q2 | $218K | Hold |
8,014
| – | – | 0.07% | 156 |
|
|
2022
Q1 | $255K | Sell |
8,014
-131
| -2% | -$4.17K | 0.06% | 159 |
|
|
2021
Q4 | $256K | Hold |
8,145
| – | – | 0.06% | 156 |
|
|
2021
Q3 | $247K | Hold |
8,145
| – | – | 0.06% | 161 |
|
|
2021
Q2 | $264K | Hold |
8,145
| – | – | 0.07% | 146 |
|
|
2021
Q1 | $256K | Sell |
8,145
-187
| -2% | -$5.88K | 0.08% | 141 |
|
|
2020
Q4 | $246K | Sell |
8,332
-1,120
| -12% | -$33.1K | 0.08% | 139 |
|
|
2020
Q3 | $235K | Hold |
9,452
| – | – | 0.09% | 131 |
|
|
2020
Q2 | $237K | Sell |
9,452
-850
| -8% | -$21.3K | 0.09% | 130 |
|
|
2020
Q1 | $233K | Hold |
10,302
| – | – | 0.11% | 118 |
|
|
2019
Q4 | $349K | Buy |
+10,302
| New | +$349K | 0.13% | 105 |
|