CWS
Cypress Wealth Services’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,084
| Closed | -$296K | – | 232 |
|
|
2018
Q3 | $296K | Buy |
9,084
+156
| +2% | +$5.08K | 0.11% | 167 |
|
|
2018
Q2 | $286K | Sell |
8,928
-96
| -1% | -$3.08K | 0.11% | 167 |
|
|
2018
Q1 | $298K | Sell |
9,024
-884
| -9% | -$29.2K | 0.13% | 139 |
|
|
2017
Q4 | $335K | Buy |
+9,908
| New | +$335K | 0.14% | 135 |
|