TA
Tiedemann Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.92M | Hold |
73,953
| – | – | 0.08% | 75 |
|
2023
Q2 | $1.95M | Buy |
+73,953
| New | +$1.95M | 0.08% | 76 |
|
2022
Q2 | – | Sell |
-7,073
| Closed | -$225K | – | 263 |
|
2022
Q1 | $225K | Hold |
7,073
| – | – | 0.01% | 261 |
|
2021
Q4 | $221K | Hold |
7,073
| – | – | 0.01% | 263 |
|
2021
Q3 | $215K | Sell |
7,073
-7,452
| -51% | -$227K | 0.01% | 273 |
|
2021
Q2 | $470K | Hold |
14,525
| – | – | 0.02% | 237 |
|
2021
Q1 | $458K | Hold |
14,525
| – | – | 0.02% | 221 |
|
2020
Q4 | $428K | Hold |
14,525
| – | – | 0.02% | 219 |
|
2020
Q3 | $362K | Sell |
14,525
-379
| -3% | -$9.45K | 0.02% | 246 |
|
2020
Q2 | $374K | Hold |
14,904
| – | – | 0.02% | 232 |
|
2020
Q1 | $337K | Sell |
14,904
-2,450
| -14% | -$55.4K | 0.02% | 228 |
|
2019
Q4 | $582K | Buy |
17,354
+2,450
| +16% | +$82.2K | 0.03% | 200 |
|
2019
Q3 | $458K | Sell |
14,904
-6,264
| -30% | -$192K | 0.02% | 225 |
|
2019
Q2 | $650K | Buy |
21,168
+6,264
| +42% | +$192K | 0.03% | 186 |
|
2019
Q1 | $460K | Hold |
14,904
| – | – | 0.02% | 309 |
|
2018
Q4 | $428K | Sell |
14,904
-9,911
| -40% | -$285K | 0.02% | 307 |
|
2018
Q3 | $819K | Hold |
24,815
| – | – | 0.05% | 188 |
|
2018
Q2 | $796K | Buy |
24,815
+17,363
| +233% | +$557K | 0.05% | 190 |
|
2018
Q1 | $246K | Buy |
+7,452
| New | +$246K | 0.02% | 242 |
|