MWM
Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-197,238
| Closed | -$6.62M | – | 176 |
|
|
2019
Q4 | $6.62M | Sell |
197,238
-5,741
| -3% | -$193K | 1.28% | 23 |
|
|
2019
Q3 | $6.24M | Buy |
+202,979
| New | +$6.24M | 1.26% | 26 |
|
|
2016
Q2 | – | Sell |
-169,810
| Closed | -$4.92M | – | 112 |
|
|
2016
Q1 | $4.92M | Buy |
+169,810
| New | +$4.92M | 4.58% | 9 |
|
|
2014
Q3 | – | Sell |
-39,569
| Closed | -$1.55M | – | 44 |
|
|
2014
Q2 | $1.55M | Buy |
+39,569
| New | +$1.55M | 1.57% | 19 |
|