Kingswood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
20,404
-943
| -4% | -$32.5K | 0.06% | 330 |
|
|
2025
Q1 | $662K | Sell |
21,347
-1,156
| -5% | -$35.9K | 0.06% | 330 |
|
|
2024
Q4 | $616K | Buy |
22,503
+517
| +2% | +$14.2K | 0.05% | 384 |
|
|
2024
Q3 | $665K | Buy |
21,986
+2,717
| +14% | +$82.1K | 0.05% | 382 |
|
|
2024
Q2 | $533K | Buy |
+19,269
| New | +$533K | 0.05% | 371 |
|
|
2024
Q1 | – | Sell |
-7,481
| Closed | -$209K | – | 653 |
|
|
2023
Q4 | $209K | Sell |
7,481
-13,217
| -64% | -$370K | 0.02% | 570 |
|
|
2023
Q3 | $526K | Buy |
+20,698
| New | +$526K | 0.09% | 237 |
|