Integrated Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $227K | Buy |
+7,222
| New | +$227K | 0.08% | 229 |
|
|
2016
Q4 | – | Sell |
-3,575
| Closed | -$107K | – | 594 |
|
|
2016
Q3 | $107K | Buy |
3,575
+1,841
| +106% | +$55.1K | 0.04% | 310 |
|
|
2016
Q2 | $50K | Hold |
1,734
| – | – | 0.02% | 406 |
|
|
2016
Q1 | $50K | Hold |
1,734
| – | – | 0.02% | 378 |
|
|
2015
Q4 | $50K | Buy |
1,734
+1,000
| +136% | +$28.8K | 0.02% | 387 |
|
|
2015
Q3 | $21K | Buy |
734
+685
| +1,398% | +$19.6K | 0.01% | 564 |
|
|
2015
Q2 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1141 |
|