Tyler-Stone Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,654
| Closed | -$45.8K | – | 568 |
|
2024
Q2 | $45.8K | Hold |
1,654
| – | – | 0.02% | 378 |
|
2024
Q1 | $46.4K | Sell |
1,654
-300
| -15% | -$8.41K | 0.02% | 367 |
|
2023
Q4 | $54.7K | Buy |
1,954
+63
| +3% | +$1.76K | 0.03% | 343 |
|
2023
Q3 | $48K | Hold |
1,891
| – | – | 0.03% | 349 |
|
2023
Q2 | $50K | Buy |
+1,891
| New | +$50K | 0.03% | 339 |
|
2022
Q4 | $50K | Buy |
1,826
+24
| +1% | +$657 | 0.03% | 321 |
|
2022
Q3 | $41K | Buy |
1,802
+48
| +3% | +$1.09K | 0.03% | 327 |
|
2022
Q2 | $48K | Buy |
1,754
+39
| +2% | +$1.07K | 0.03% | 323 |
|
2022
Q1 | $54K | Buy |
1,715
+19
| +1% | +$598 | 0.03% | 329 |
|
2021
Q4 | $53K | Buy |
+1,696
| New | +$53K | 0.03% | 345 |
|