CTWM
Cherry Tree Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
12,801
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $397K | Sell |
12,801
-1,314
| -9% | -$40.8K | 0.1% | 107 |
|
|
2024
Q4 | $386K | Buy |
14,115
+1,078
| +8% | +$29.5K | 0.1% | 110 |
|
|
2024
Q3 | $394K | Hold |
13,037
| – | – | 0.09% | 112 |
|
|
2024
Q2 | $361K | Hold |
13,037
| – | – | 0.09% | 112 |
|
|
2024
Q1 | $366K | Sell |
13,037
-795
| -6% | -$22.3K | 0.09% | 110 |
|
|
2023
Q4 | $387K | Sell |
13,832
-466
| -3% | -$13K | 0.1% | 104 |
|
|
2023
Q3 | $363K | Hold |
14,298
| – | – | 0.11% | 99 |
|
|
2023
Q2 | $376K | Buy |
+14,298
| New | +$376K | 0.11% | 98 |
|