LWA
Lowe Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Hold |
2,000
| – | – | 0.03% | 118 |
|
|
2025
Q1 | $62K | Hold |
2,000
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $54.8K | Sell |
2,000
-410
| -17% | -$11.2K | 0.02% | 124 |
|
|
2024
Q3 | $72.9K | Hold |
2,410
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $66.7K | Hold |
2,410
| – | – | 0.03% | 102 |
|
|
2024
Q1 | $67.6K | Hold |
2,410
| – | – | 0.03% | 96 |
|
|
2023
Q4 | $67.5K | Hold |
2,410
| – | – | 0.03% | 93 |
|
|
2023
Q3 | $61.2K | Hold |
2,410
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $63.5K | Sell |
2,410
-640
| -21% | -$16.9K | 0.03% | 99 |
|
|
2023
Q1 | $83.8K | Buy |
3,050
+50
| +2% | +$1.38K | 0.05% | 80 |
|
|
2022
Q4 | $81.5K | Sell |
3,000
-100
| -3% | -$2.72K | 0.05% | 82 |
|
|
2022
Q3 | $70K | Sell |
3,100
-150
| -5% | -$3.39K | 0.04% | 82 |
|
|
2022
Q2 | $88K | Sell |
3,250
-610
| -16% | -$16.5K | 0.05% | 69 |
|
|
2022
Q1 | $123K | Sell |
3,860
-60
| -2% | -$1.91K | 0.06% | 63 |
|
|
2021
Q4 | $122K | Sell |
3,920
-250
| -6% | -$7.78K | 0.05% | 62 |
|
|
2021
Q3 | $127K | Sell |
4,170
-650
| -13% | -$19.8K | 0.06% | 57 |
|
|
2021
Q2 | $156K | Sell |
4,820
-3,750
| -44% | -$121K | 0.07% | 52 |
|
|
2021
Q1 | $270K | Sell |
8,570
-3,185
| -27% | -$100K | 0.14% | 33 |
|
|
2020
Q4 | $346K | Sell |
11,755
-925
| -7% | -$27.2K | 0.18% | 27 |
|
|
2020
Q3 | $316K | Sell |
12,680
-950
| -7% | -$23.7K | 0.18% | 26 |
|
|
2020
Q2 | $342K | Sell |
13,630
-2,325
| -15% | -$58.3K | 0.2% | 24 |
|
|
2020
Q1 | $361K | Buy |
15,955
+2,665
| +20% | +$60.3K | 0.25% | 24 |
|
|
2019
Q4 | $446K | Buy |
13,290
+2,930
| +28% | +$98.3K | 0.25% | 25 |
|
|
2019
Q3 | $318K | Buy |
10,360
+2,210
| +27% | +$67.8K | 0.19% | 27 |
|
|
2019
Q2 | $250K | Buy |
8,150
+5,200
| +176% | +$160K | 0.15% | 29 |
|
|
2019
Q1 | $91K | Buy |
2,950
+1,525
| +107% | +$47K | 0.06% | 43 |
|
|
2018
Q4 | $41K | Hold |
1,425
| – | – | 0.03% | 62 |
|
|
2018
Q3 | $46K | Buy |
1,425
+625
| +78% | +$20.2K | 0.03% | 67 |
|
|
2018
Q2 | $26K | Buy |
+800
| New | +$26K | 0.02% | 98 |
|