PWMAG
Pinnacle Wealth Management Advisory Group’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,757
| Closed | -$208K | – | 189 |
|
|
2019
Q3 | $208K | Sell |
6,757
-4,900
| -42% | -$151K | 0.09% | 168 |
|
|
2019
Q2 | $358K | Buy |
11,657
+950
| +9% | +$29.2K | 0.15% | 130 |
|
|
2019
Q1 | $330K | Hold |
10,707
| – | – | 0.15% | 134 |
|
|
2018
Q4 | $307K | Buy |
10,707
+1,575
| +17% | +$45.2K | 0.17% | 129 |
|
|
2018
Q3 | $298K | Buy |
+9,132
| New | +$298K | 0.15% | 120 |
|