LCWP
Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,303
| Closed | -$251K | – | 297 |
|
|
2023
Q3 | $251K | Sell |
4,303
-26,536
| -86% | -$1.55M | 0.07% | 232 |
|
|
2023
Q2 | $1.88M | Sell |
30,839
-45,004
| -59% | -$2.75M | 1.57% | 23 |
|
|
2023
Q1 | $4.59M | Sell |
75,843
-35,907
| -32% | -$2.17M | 1.25% | 21 |
|
|
2022
Q4 | $6.26M | Buy |
+111,750
| New | +$6.26M | 2.99% | 12 |
|