SWA
Sax Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,415
| Closed | -$226K | – | 182 |
|
|
2021
Q3 | $226K | Buy |
7,415
+127
| +2% | +$3.87K | 0.05% | 155 |
|
|
2021
Q2 | $236K | Buy |
7,288
+80
| +1% | +$2.59K | 0.08% | 137 |
|
|
2021
Q1 | $227K | Buy |
7,208
+94
| +1% | +$2.96K | 0.08% | 133 |
|
|
2020
Q4 | $210K | Buy |
+7,114
| New | +$210K | 0.1% | 123 |
|