SMA
Sage Mountain Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,225
| Closed | -$522K | – | 391 |
|
|
2022
Q2 | $522K | Hold |
19,225
| – | – | 0.09% | 209 |
|
|
2022
Q1 | $611K | Buy |
19,225
+1,645
| +9% | +$52.3K | 0.1% | 222 |
|
|
2021
Q4 | $548K | Hold |
17,580
| – | – | 0.07% | 280 |
|
|
2021
Q3 | $535K | Buy |
17,580
+470
| +3% | +$14.3K | 0.08% | 240 |
|
|
2021
Q2 | $554K | Buy |
+17,110
| New | +$554K | 0.09% | 211 |
|