Plante Moran Financial Advisors’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
Q1 | – | Sell |
-146
| Closed | -$4K | – | 877 |
|
2024
Q4 | $4K | Buy |
+146
| New | +$4K | ﹤0.01% | 719 |
|
2021
Q4 | – | Sell |
-11,028
| Closed | -$335K | – | 1054 |
|
2021
Q3 | $335K | Buy |
11,028
+5,028
| +84% | +$153K | 0.07% | 131 |
|
2021
Q2 | $194K | Buy |
6,000
+5,812
| +3,091% | +$188K | 0.05% | 177 |
|
2021
Q1 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 748 |
|
2020
Q2 | – | Sell |
-100
| Closed | -$2K | – | 808 |
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 646 |
|
2017
Q4 | – | Sell |
-44
| Closed | -$1K | – | 899 |
|
2017
Q3 | $1K | Sell |
44
-198
| -82% | -$4.5K | ﹤0.01% | 767 |
|
2017
Q2 | $8K | Hold |
242
| – | – | 0.01% | 588 |
|
2017
Q1 | $8K | Sell |
242
-44
| -15% | -$1.46K | ﹤0.01% | 615 |
|
2016
Q4 | $8K | Hold |
286
| – | – | 0.01% | 624 |
|
2016
Q3 | $9K | Buy |
+286
| New | +$9K | 0.01% | 609 |
|