PIA
Panoramic Investment Advisors’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 | $1.16M | Sell |
33,580
-773
| -2% | -$26.7K | 0.71% | 39 |
|
2025
Q1 | $1.07M | Buy |
34,353
+2,427
| +8% | +$75.3K | 0.72% | 40 |
|
2024
Q4 | $874K | Buy |
31,926
+12,268
| +62% | +$336K | 0.57% | 44 |
|
2024
Q3 | $594K | Buy |
+19,658
| New | +$594K | 0.41% | 58 |
|
2024
Q1 | $524K | Buy |
18,695
+3,299
| +21% | +$92.5K | 0.39% | 60 |
|
2023
Q4 | $431K | Buy |
15,396
+2,959
| +24% | +$82.8K | 0.37% | 62 |
|
2023
Q3 | $316K | Buy |
+12,437
| New | +$316K | 0.29% | 69 |
|
2022
Q4 | $244K | Buy |
+8,966
| New | +$244K | 0.25% | 82 |
|