Institute for 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
Q3 | – | Sell |
-3,754
| Closed | -$202K | – | 479 |
|
|
2022
Q2 | $202K | Sell |
3,754
-258
| -6% | -$13.9K | 0.04% | 488 |
|
|
2022
Q1 | $255K | Sell |
4,012
-540
| -12% | -$34.3K | 0.04% | 457 |
|
|
2021
Q4 | $308K | Hold |
4,552
| – | – | 0.05% | 373 |
|
|
2021
Q3 | $304K | Buy |
4,552
+401
| +10% | +$26.8K | 0.05% | 370 |
|
|
2021
Q2 | $280K | Buy |
+4,151
| New | +$280K | 0.05% | 388 |
|