DWM
Doyle Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,695
| Closed | -$235K | – | 224 |
|
|
2022
Q1 | $235K | Hold |
3,695
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $250K | Hold |
3,695
| – | – | 0.02% | 203 |
|
|
2021
Q3 | $247K | Hold |
3,695
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $249K | Hold |
3,695
| – | – | 0.02% | 198 |
|
|
2021
Q1 | $239K | Hold |
3,695
| – | – | 0.02% | 194 |
|
|
2020
Q4 | $228K | Buy |
+3,695
| New | +$228K | 0.02% | 193 |
|