WCFA
Walkner Condon Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,749
| Closed | -$493K | – | 272 |
|
|
2023
Q4 | $493K | Sell |
7,749
-2,340
| -23% | -$149K | 0.11% | 147 |
|
|
2023
Q3 | $588K | Sell |
10,089
-788
| -7% | -$45.9K | 0.16% | 122 |
|
|
2023
Q2 | $665K | Sell |
10,877
-160
| -1% | -$9.78K | 0.18% | 108 |
|
|
2023
Q1 | $667K | Hold |
11,037
| – | – | 0.19% | 107 |
|
|
2022
Q4 | $618K | Hold |
11,037
| – | – | 0.18% | 105 |
|
|
2022
Q3 | $533K | Sell |
11,037
-164
| -1% | -$7.92K | 0.17% | 112 |
|
|
2022
Q2 | $602K | Buy |
11,201
+164
| +1% | +$8.81K | 0.19% | 109 |
|
|
2022
Q1 | $702K | Buy |
11,037
+1,183
| +12% | +$75.2K | 0.2% | 97 |
|
|
2021
Q4 | $666K | Buy |
9,854
+4,324
| +78% | +$292K | 0.43% | 58 |
|
|
2021
Q3 | $370K | Buy |
+5,530
| New | +$370K | 0.18% | 100 |
|