Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,517
| Closed | -$378K | – | 322 |
|
|
2023
Q4 | $378K | Sell |
13,517
-731
| -5% | -$20.5K | 0.06% | 234 |
|
|
2023
Q3 | $364K | Sell |
14,248
-45
| -0.3% | -$1.15K | 0.07% | 207 |
|
|
2023
Q2 | $376K | Buy |
14,293
+731
| +5% | +$19.2K | 0.07% | 206 |
|
|
2023
Q1 | $373K | Hold |
13,562
| – | – | 0.07% | 207 |
|
|
2022
Q4 | $368K | Buy |
+13,562
| New | +$368K | 0.08% | 205 |
|
|
2022
Q3 | – | Sell |
-9,764
| Closed | -$265K | – | 293 |
|
|
2022
Q2 | $265K | Sell |
9,764
-820
| -8% | -$22.3K | 0.06% | 240 |
|
|
2022
Q1 | $336K | Buy |
10,584
+3,151
| +42% | +$100K | 0.06% | 231 |
|
|
2021
Q4 | $232K | Buy |
+7,433
| New | +$232K | 0.04% | 294 |
|