Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,224
| Closed | -$675K | – | 92 |
|
|
2020
Q1 | $675K | Sell |
15,224
-63,799
| -81% | -$2.83M | 0.19% | 41 |
|
|
2019
Q4 | $4.6M | Buy |
79,023
+1,202
| +2% | +$69.9K | 1.06% | 10 |
|
|
2019
Q3 | $4.25M | Buy |
77,821
+2,659
| +4% | +$145K | 1.06% | 10 |
|
|
2019
Q2 | $4.12M | Buy |
75,162
+7,261
| +11% | +$398K | 1.1% | 10 |
|
|
2019
Q1 | $3.68M | Sell |
67,901
-17,341
| -20% | -$939K | 1.05% | 10 |
|
|
2018
Q4 | $4.16M | Buy |
+85,242
| New | +$4.16M | 1.34% | 10 |
|