TriaGen Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,051
| Closed | -$555K | – | 183 |
|
|
2025
Q1 | $555K | Hold |
8,051
| – | – | 0.2% | 100 |
|
|
2024
Q4 | $519K | Hold |
8,051
| – | – | 0.17% | 105 |
|
|
2024
Q3 | $570K | Buy |
8,051
+1,099
| +16% | +$77.8K | 0.19% | 101 |
|
|
2024
Q2 | $456K | Buy |
6,952
+1,356
| +24% | +$89K | 0.18% | 106 |
|
|
2024
Q1 | $376K | Buy |
5,596
+640
| +13% | +$43K | 0.16% | 116 |
|
|
2023
Q4 | $315K | Hold |
4,956
| – | – | 0.15% | 120 |
|
|
2023
Q3 | $289K | Hold |
4,956
| – | – | 0.15% | 118 |
|
|
2023
Q2 | $303K | Hold |
4,956
| – | – | 0.14% | 134 |
|
|
2023
Q1 | $300K | Hold |
4,956
| – | – | 0.15% | 123 |
|
|
2022
Q4 | $277K | Hold |
4,956
| – | – | 0.15% | 135 |
|
|
2022
Q3 | $239K | Buy |
4,956
+1,016
| +26% | +$49K | 0.13% | 139 |
|
|
2022
Q2 | $212K | Hold |
3,940
| – | – | 0.15% | 141 |
|
|
2022
Q1 | $251K | Hold |
3,940
| – | – | 0.13% | 151 |
|
|
2021
Q4 | $266K | Hold |
3,940
| – | – | 0.13% | 155 |
|
|
2021
Q3 | $263K | Hold |
3,940
| – | – | 0.14% | 159 |
|
|
2021
Q2 | $268K | Hold |
3,940
| – | – | 0.14% | 158 |
|
|
2021
Q1 | $255K | Hold |
3,940
| – | – | 0.15% | 148 |
|
|
2020
Q4 | $243K | Buy |
+3,940
| New | +$243K | 0.14% | 146 |
|