Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 470 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 459 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 425 |
|
|
2020
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 315 |
|
|
2019
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 561 |
|
|
2019
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 537 |
|
|
2019
Q1 | $2K | Sell |
56
-2,214
| -98% | -$79.1K | ﹤0.01% | 537 |
|
|
2018
Q4 | $65K | Buy |
+2,270
| New | +$65K | 0.02% | 235 |
|