LWA
LWS Wealth Advisors’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 | $558K | Buy |
8,772
+35
| +0.4% | +$2.23K | 0.21% | 44 |
|
|
2023
Q3 | $509K | Buy |
8,737
+84
| +1% | +$4.89K | 0.22% | 41 |
|
|
2023
Q2 | $529K | Buy |
8,653
+121
| +1% | +$7.4K | 0.22% | 41 |
|
|
2023
Q1 | $516K | Sell |
8,532
-12
| -0.1% | -$726 | 0.21% | 41 |
|
|
2022
Q4 | $478K | Buy |
8,544
+142
| +2% | +$7.95K | 0.2% | 40 |
|
|
2022
Q3 | $406K | Buy |
8,402
+4,225
| +101% | +$204K | 0.16% | 46 |
|
|
2022
Q2 | $224K | Buy |
4,177
+88
| +2% | +$4.72K | 0.11% | 58 |
|
|
2022
Q1 | $260K | Buy |
4,089
+5
| +0.1% | +$318 | 0.11% | 52 |
|
|
2021
Q4 | $276K | Buy |
4,084
+67
| +2% | +$4.53K | 0.11% | 53 |
|
|
2021
Q3 | $268K | Hold |
4,017
| – | – | 0.12% | 52 |
|
|
2021
Q2 | $271K | Buy |
4,017
+51
| +1% | +$3.44K | 0.12% | 48 |
|
|
2021
Q1 | $256K | Sell |
3,966
-15
| -0.4% | -$968 | 0.12% | 52 |
|
|
2020
Q4 | $245K | Buy |
+3,981
| New | +$245K | 0.11% | 56 |
|