Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-22,939
| Closed | -$572K | – | 113 |
|
|
2020
Q3 | $572K | Sell |
22,939
-307
| -1% | -$7.66K | 0.25% | 67 |
|
|
2020
Q2 | $584K | Buy |
23,246
+5,024
| +28% | +$126K | 0.27% | 67 |
|
|
2020
Q1 | $412K | Sell |
18,222
-1
| -0% | -$23 | 0.22% | 76 |
|
|
2019
Q4 | $612K | Buy |
18,223
+2,087
| +13% | +$70.1K | 0.27% | 72 |
|
|
2019
Q3 | $496K | Sell |
16,136
-2,259
| -12% | -$69.4K | 0.3% | 71 |
|
|
2019
Q2 | $565K | Buy |
18,395
+1,312
| +8% | +$40.3K | 0.33% | 68 |
|
|
2019
Q1 | $527K | Buy |
17,083
+3,288
| +24% | +$101K | 0.31% | 75 |
|
|
2018
Q4 | $396K | Buy |
+13,795
| New | +$396K | 0.3% | 70 |
|