HWP
Hefty Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.83M | Buy |
85,631
+14,145
| +20% | +$467K | 1.82% | 18 |
|
|
2017
Q4 | $2.42M | Buy |
71,486
+2,733
| +4% | +$92.4K | 1.5% | 26 |
|
|
2017
Q3 | $2.32M | Buy |
68,753
+1,206
| +2% | +$40.7K | 1.53% | 24 |
|
|
2017
Q2 | $2.21M | Buy |
67,547
+14,034
| +26% | +$459K | 1.51% | 26 |
|
|
2017
Q1 | $1.68M | Buy |
53,513
+32,674
| +157% | +$1.03M | 1.22% | 30 |
|
|
2016
Q4 | $616K | Buy |
20,839
+1,004
| +5% | +$29.7K | 0.52% | 54 |
|
|
2016
Q3 | $594K | Buy |
19,835
+2,459
| +14% | +$73.6K | 0.45% | 67 |
|
|
2016
Q2 | $497K | Buy |
17,376
+1,790
| +11% | +$51.2K | 0.41% | 72 |
|
|
2016
Q1 | $451K | Buy |
+15,586
| New | +$451K | 0.42% | 72 |
|