MWM
Mascoma Wealth Management’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 | $35.7K | Hold |
1,035
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $32.1K | Hold |
1,035
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $28.3K | Hold |
1,035
| – | – | 0.01% | 247 |
|
|
2024
Q3 | $31.3K | Hold |
1,035
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $28.6K | Hold |
1,035
| – | – | 0.01% | 244 |
|
|
2024
Q1 | $29K | Hold |
1,035
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $29K | Hold |
1,035
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $26.3K | Sell |
1,035
-211
| -17% | -$5.36K | 0.01% | 247 |
|
|
2023
Q2 | $33.2K | Buy |
1,246
+1,035
| +491% | +$27.5K | 0.01% | 220 |
|
|
2023
Q1 | $5.93K | Hold |
211
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $5.73K | Hold |
211
| – | – | ﹤0.01% | 475 |
|
|
2022
Q3 | $5K | Hold |
211
| – | – | ﹤0.01% | 476 |
|
|
2022
Q2 | $6K | Hold |
211
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $7K | Sell |
211
-3,504
| -94% | -$116K | ﹤0.01% | 480 |
|
|
2021
Q4 | $116K | Hold |
3,715
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $113K | Buy |
+3,715
| New | +$113K | 0.04% | 143 |
|
|
2021
Q2 | – | Sell |
-1,091
| Closed | -$34K | – | 266 |
|
|
2021
Q1 | $34K | Buy |
+1,091
| New | +$34K | 0.01% | 248 |
|
|
2019
Q3 | – | Sell |
-52,434
| Closed | -$1.61M | – | 208 |
|
|
2019
Q2 | $1.61M | Buy |
52,434
+3,029
| +6% | +$93.1K | 1.01% | 15 |
|
|
2019
Q1 | $1.53M | Buy |
49,405
+5,021
| +11% | +$155K | 1.02% | 16 |
|
|
2018
Q4 | $1.27M | Buy |
+44,384
| New | +$1.27M | 0.97% | 17 |
|