Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836 | Buy |
24
+2
| +9% | +$70 | ﹤0.01% | 625 |
|
|
2025
Q1 | $674 | Hold |
22
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $591 | Buy |
22
+1
| +5% | +$27 | ﹤0.01% | 545 |
|
|
2024
Q3 | $643 | Buy |
21
+11
| +110% | +$337 | ﹤0.01% | 657 |
|
|
2024
Q2 | $276 | Hold |
10
| – | – | ﹤0.01% | 926 |
|
|
2024
Q1 | $273 | Hold |
10
| – | – | ﹤0.01% | 913 |
|
|
2023
Q4 | $270 | Buy |
10
+1
| +11% | +$27 | ﹤0.01% | 342 |
|
|
2023
Q3 | $237 | Hold |
9
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $246 | Hold |
9
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $250 | Buy |
+9
| New | +$250 | ﹤0.01% | 790 |
|
|
2020
Q3 | – | Sell |
-3,897
| Closed | -$98K | – | 626 |
|
|
2020
Q2 | $98K | Hold |
3,897
| – | – | 0.05% | 78 |
|
|
2020
Q1 | $88K | Hold |
3,897
| – | – | 0.05% | 66 |
|
|
2019
Q4 | $131K | Hold |
3,897
| – | – | 0.06% | 64 |
|
|
2019
Q3 | $120K | Buy |
3,897
+220
| +6% | +$6.77K | 0.06% | 76 |
|
|
2019
Q2 | $113K | Hold |
3,677
| – | – | 0.04% | 107 |
|
|
2019
Q1 | $113K | Buy |
3,677
+316
| +9% | +$9.71K | 0.04% | 85 |
|
|
2018
Q4 | $96K | Sell |
3,361
-773
| -19% | -$22.1K | 0.03% | 82 |
|
|
2018
Q3 | $135K | Buy |
4,134
+798
| +24% | +$26.1K | 0.11% | 68 |
|
|
2018
Q2 | $107K | Sell |
3,336
-56
| -2% | -$1.8K | 0.1% | 78 |
|
|
2018
Q1 | $112K | Buy |
3,392
+8
| +0.2% | +$264 | 0.11% | 76 |
|
|
2017
Q4 | $114K | Buy |
+3,384
| New | +$114K | 0.11% | 72 |
|