PPWP
Premier Path Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.91M | Sell |
117,174
-1,796
| -2% | -$137K | 1.24% | 17 |
|
2025
Q1 | $8.2M | Buy |
118,970
+3,305
| +3% | +$228K | 1.28% | 17 |
|
2024
Q4 | $7.46M | Buy |
115,665
+4,817
| +4% | +$311K | 1.14% | 19 |
|
2024
Q3 | $7.85M | Buy |
110,848
+4,404
| +4% | +$312K | 1.24% | 15 |
|
2024
Q2 | $6.99M | Buy |
106,444
+3,739
| +4% | +$245K | 1.19% | 16 |
|
2024
Q1 | $6.9M | Buy |
102,705
+9,054
| +10% | +$608K | 1.3% | 15 |
|
2023
Q4 | $6.04M | Buy |
+93,651
| New | +$6.04M | 1.33% | 12 |
|