WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,613
| Closed | -$160K | – | 681 |
|
|
2023
Q2 | $160K | Sell |
2,613
-796
| -23% | -$48.6K | 0.02% | 331 |
|
|
2023
Q1 | $206K | Sell |
3,409
-196
| -5% | -$11.9K | 0.02% | 299 |
|
|
2022
Q4 | $219K | Buy |
+3,605
| New | +$219K | 0.02% | 363 |
|
|
2022
Q1 | $313K | Sell |
5,272
-81
| -2% | -$4.81K | 0.02% | 311 |
|
|
2021
Q4 | $348K | Sell |
5,353
-19
| -0.4% | -$1.24K | 0.02% | 299 |
|
|
2021
Q3 | $366K | Sell |
5,372
-220
| -4% | -$15K | 0.02% | 291 |
|
|
2021
Q2 | $387K | Buy |
5,592
+20
| +0.4% | +$1.38K | 0.03% | 261 |
|
|
2021
Q1 | $370K | Buy |
5,572
+153
| +3% | +$10.2K | 0.03% | 252 |
|
|
2020
Q4 | $341K | Hold |
5,419
| – | – | 0.03% | 253 |
|
|
2020
Q3 | $312K | Hold |
5,419
| – | – | 0.03% | 250 |
|
|
2020
Q2 | $298K | Buy |
+5,419
| New | +$298K | 0.03% | 242 |
|