GSWM
Golden State Wealth Management’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 | $2.91M | Buy |
84,395
+82,569
| +4,522% | +$2.85M | 0.35% | 51 |
|
|
2025
Q1 | $56.7K | Sell |
1,826
-3,563
| -66% | -$111K | 0.01% | 565 |
|
|
2024
Q4 | $148K | Buy |
+5,389
| New | +$148K | 0.02% | 367 |
|
|
2022
Q1 | – | Sell |
-6,508
| Closed | -$203K | – | 332 |
|
|
2021
Q4 | $203K | Buy |
+6,508
| New | +$203K | 0.04% | 352 |
|
|
2021
Q3 | – | Sell |
-6,196
| Closed | -$201K | – | 313 |
|
|
2021
Q2 | $201K | Buy |
+6,196
| New | +$201K | 0.04% | 291 |
|
|
2020
Q4 | – | Sell |
-4,743
| Closed | -$118K | – | 323 |
|
|
2020
Q3 | $118K | Sell |
4,743
-12,681
| -73% | -$315K | 0.04% | 240 |
|
|
2020
Q2 | $276K | Buy |
17,424
+13,010
| +295% | +$206K | 0.09% | 145 |
|
|
2020
Q1 | $100K | Buy |
+4,414
| New | +$100K | 0.04% | 248 |
|
|
2019
Q4 | – | Sell |
-4,260
| Closed | -$131K | – | 454 |
|
|
2019
Q3 | $131K | Buy |
4,260
+29
| +0.7% | +$892 | 0.04% | 274 |
|
|
2019
Q2 | $129K | Buy |
4,231
+73
| +2% | +$2.23K | 0.04% | 294 |
|
|
2019
Q1 | $128K | Buy |
+4,158
| New | +$128K | 0.04% | 289 |
|