LWM
Lakeridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
31,260
+759
| +2% | +$57.7K | 1.09% | 22 |
|
|
2025
Q1 | $2.1M | Buy |
30,501
+1,233
| +4% | +$84.9K | 1.05% | 20 |
|
|
2024
Q4 | $1.89M | Buy |
29,268
+1,049
| +4% | +$67.6K | 0.97% | 20 |
|
|
2024
Q3 | $2M | Sell |
28,219
-76,726
| -73% | -$5.43M | 1.1% | 19 |
|
|
2024
Q2 | $6.89M | Buy |
104,945
+3,456
| +3% | +$227K | 4.14% | 5 |
|
|
2024
Q1 | $6.81M | Buy |
101,489
+743
| +0.7% | +$49.9K | 4.42% | 5 |
|
|
2023
Q4 | $6.41M | Buy |
+100,746
| New | +$6.41M | 4.64% | 5 |
|