O3W
Omni 360 Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.87M | Sell |
90,320
-3,851
| -4% | -$293K | 3.39% | 5 |
|
2025
Q1 | $6.49M | Buy |
94,171
+5,415
| +6% | +$373K | 3.8% | 4 |
|
2024
Q4 | $5.72M | Buy |
88,756
+14,357
| +19% | +$926K | 3.58% | 5 |
|
2024
Q3 | $5.27M | Sell |
74,399
-562
| -0.7% | -$39.8K | 3.45% | 5 |
|
2024
Q2 | $4.92M | Buy |
74,961
+9,250
| +14% | +$607K | 3.66% | 5 |
|
2024
Q1 | $4.41M | Buy |
65,711
+5,389
| +9% | +$362K | 3.58% | 5 |
|
2023
Q4 | $3.84M | Buy |
+60,322
| New | +$3.84M | 3.58% | 5 |
|