PWP
Precedent Wealth Partners’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 | $1.11M | Sell |
32,218
-973
| -3% | -$33.6K | 0.27% | 103 |
|
|
2025
Q1 | $1.03M | Sell |
33,191
-17,260
| -34% | -$535K | 0.29% | 98 |
|
|
2024
Q4 | $1.38M | Buy |
50,451
+3,908
| +8% | +$107K | 0.45% | 64 |
|
|
2024
Q3 | $1.41M | Sell |
46,543
-5,426
| -10% | -$164K | 0.46% | 57 |
|
|
2024
Q2 | $1.44M | Sell |
51,969
-11,219
| -18% | -$310K | 0.58% | 40 |
|
|
2024
Q1 | $1.77M | Sell |
63,188
-3,563
| -5% | -$99.9K | 0.76% | 30 |
|
|
2023
Q4 | $1.87M | Buy |
+66,751
| New | +$1.87M | 0.95% | 22 |
|