OBWG
Onyx Bridge Wealth Group’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 | $305K | Sell |
8,825
-1,290
| -13% | -$44.5K | 0.04% | 230 |
|
|
2025
Q1 | $314K | Sell |
10,115
-6,066
| -37% | -$188K | 0.05% | 207 |
|
|
2024
Q4 | $443K | Sell |
16,181
-2,177
| -12% | -$59.6K | 0.06% | 170 |
|
|
2024
Q3 | $555K | Sell |
18,358
-679
| -4% | -$20.5K | 0.08% | 150 |
|
|
2024
Q2 | $527K | Sell |
19,037
-93
| -0.5% | -$2.57K | 0.09% | 143 |
|
|
2024
Q1 | $537K | Sell |
19,130
-966
| -5% | -$27.1K | 0.1% | 142 |
|
|
2023
Q4 | $562K | Buy |
20,096
+8,020
| +66% | +$224K | 0.11% | 120 |
|
|
2023
Q3 | $307K | Buy |
12,076
+3,786
| +46% | +$96.2K | 0.07% | 175 |
|
|
2023
Q2 | $218K | Buy |
8,290
+417
| +5% | +$11K | 0.05% | 207 |
|
|
2023
Q1 | $216K | Buy |
+7,873
| New | +$216K | 0.09% | 159 |
|
|
2022
Q3 | – | Sell |
-9,891
| Closed | -$264K | – | 187 |
|
|
2022
Q2 | $264K | Sell |
9,891
-755
| -7% | -$20.2K | 0.12% | 117 |
|
|
2022
Q1 | $320K | Sell |
10,646
-103
| -1% | -$3.1K | 0.12% | 98 |
|
|
2021
Q4 | $338K | Buy |
10,749
+1,969
| +22% | +$61.9K | 0.11% | 99 |
|
|
2021
Q3 | $276K | Buy |
8,780
+12
| +0.1% | +$377 | 0.1% | 109 |
|
|
2021
Q2 | $281K | Buy |
8,768
+50
| +0.6% | +$1.6K | 0.12% | 87 |
|
|
2021
Q1 | $274K | Sell |
8,718
-241
| -3% | -$7.57K | 0.14% | 76 |
|
|
2020
Q4 | $264K | Buy |
+8,959
| New | +$264K | 0.17% | 54 |
|