CWP
Concord Wealth Partners’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 | $1.39M | Buy |
40,240
+6,912
| +21% | +$239K | 0.2% | 107 |
|
|
2025
Q1 | $1.03M | Buy |
33,328
+5,253
| +19% | +$163K | 0.17% | 115 |
|
|
2024
Q4 | $769K | Sell |
28,075
-2,036
| -7% | -$55.7K | 0.13% | 118 |
|
|
2024
Q3 | $910K | Buy |
30,111
+2,382
| +9% | +$72K | 0.15% | 99 |
|
|
2024
Q2 | $767K | Sell |
27,729
-1,457
| -5% | -$40.3K | 0.14% | 115 |
|
|
2024
Q1 | $818K | Buy |
29,186
+172
| +0.6% | +$4.82K | 0.15% | 107 |
|
|
2023
Q4 | $812K | Buy |
29,014
+898
| +3% | +$25.1K | 0.16% | 102 |
|
|
2023
Q3 | $714K | Buy |
28,116
+126
| +0.5% | +$3.2K | 0.15% | 96 |
|
|
2023
Q2 | $737K | Buy |
27,990
+891
| +3% | +$23.5K | 0.16% | 85 |
|
|
2023
Q1 | $745K | Buy |
27,099
+343
| +1% | +$9.43K | 0.21% | 66 |
|
|
2022
Q4 | $727K | Sell |
26,756
-2,135
| -7% | -$58K | 0.22% | 62 |
|
|
2022
Q3 | $651K | Buy |
28,891
+2,131
| +8% | +$48K | 0.21% | 71 |
|
|
2022
Q2 | $727K | Buy |
26,760
+794
| +3% | +$21.6K | 0.2% | 71 |
|
|
2022
Q1 | $825K | Buy |
25,966
+1,860
| +8% | +$59.1K | 0.21% | 64 |
|
|
2021
Q4 | $752K | Buy |
+24,106
| New | +$752K | 0.18% | 67 |
|