Perigon Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $448K | Buy |
12,975
+2,321
| +22% | +$80.1K | 0.01% | 699 |
|
2025
Q1 | $330K | Sell |
10,654
-138
| -1% | -$4.28K | 0.01% | 776 |
|
2024
Q4 | $299K | Sell |
10,792
-980
| -8% | -$27.1K | 0.01% | 815 |
|
2024
Q3 | $356K | Sell |
11,772
-135
| -1% | -$4.08K | 0.01% | 720 |
|
2024
Q2 | $329K | Hold |
11,907
| – | – | 0.01% | 657 |
|
2024
Q1 | $334K | Buy |
+11,907
| New | +$334K | 0.01% | 654 |
|
2016
Q4 | – | Sell |
-104
| Closed | -$3K | – | 728 |
|
2016
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 592 |
|
2016
Q2 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 415 |
|