CFP
Curran Financial 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 | $2.77M | Sell |
80,252
-143,592
| -64% | -$4.96M | 0.61% | 39 |
|
2025
Q1 | $6.94M | Buy |
223,844
+18,797
| +9% | +$583K | 1.7% | 19 |
|
2024
Q4 | $5.61M | Buy |
205,047
+21,588
| +12% | +$591K | 1.47% | 23 |
|
2024
Q3 | $5.55M | Buy |
183,459
+7,941
| +5% | +$240K | 1.58% | 22 |
|
2024
Q2 | $4.86M | Buy |
175,518
+4,921
| +3% | +$136K | 1.62% | 20 |
|
2024
Q1 | $4.78M | Buy |
170,597
+3,670
| +2% | +$103K | 1.66% | 19 |
|
2023
Q4 | $4.59M | Buy |
166,927
+8,349
| +5% | +$230K | 1.76% | 20 |
|
2023
Q3 | $4.03M | Buy |
158,578
+6,622
| +4% | +$168K | 1.76% | 22 |
|
2023
Q2 | $4M | Buy |
151,956
+10,920
| +8% | +$288K | 1.74% | 21 |
|
2023
Q1 | $3.88M | Buy |
141,036
+13,241
| +10% | +$364K | 1.84% | 21 |
|
2022
Q4 | $3.47M | Buy |
127,795
+15,523
| +14% | +$422K | 1.67% | 22 |
|
2022
Q3 | $2.53M | Buy |
112,272
+24,635
| +28% | +$555K | 1.28% | 24 |
|
2022
Q2 | $2.38M | Buy |
87,637
+23,623
| +37% | +$642K | 1.12% | 22 |
|
2022
Q1 | $2.03M | Buy |
64,014
+14,314
| +29% | +$455K | 0.84% | 33 |
|
2021
Q4 | $1.55M | Buy |
49,700
+9,533
| +24% | +$297K | 0.66% | 33 |
|
2021
Q3 | $1.22M | Buy |
40,167
+12,332
| +44% | +$375K | 0.62% | 34 |
|
2021
Q2 | $902K | Buy |
27,835
+17,784
| +177% | +$576K | 0.5% | 37 |
|
2021
Q1 | $316K | Buy |
+10,051
| New | +$316K | 0.23% | 48 |
|