WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,602
| Closed | -$930K | – | 195 |
|
|
2023
Q3 | $930K | Buy |
36,602
+21,147
| +137% | +$537K | 0.16% | 93 |
|
|
2023
Q2 | $427K | Sell |
15,455
-17,371
| -53% | -$480K | 0.13% | 100 |
|
|
2023
Q1 | $902K | Sell |
32,826
-4,741
| -13% | -$130K | 0.16% | 91 |
|
|
2022
Q4 | $1.08M | Buy |
37,567
+1,644
| +5% | +$47.3K | 0.08% | 170 |
|
|
2022
Q3 | $975K | Buy |
+35,923
| New | +$975K | 0.07% | 167 |
|
|
2022
Q1 | $867K | Buy |
+28,748
| New | +$867K | 0.06% | 185 |
|