WealthPLAN Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,613	Closed	-$160K	–	681
2023 Q2	$160K	Sell	2,613 -796	-23%	-$48.8K	0.02%	331
2023 Q1	$206K	Sell	3,409 -196	-5%	-$11.6K	0.02%	299
2022 Q4	$219K	Buy	+3,605	New	+$194K	0.02%	363
2022 Q1	$313K	Sell	5,272 -81	-2%	-$5.21K	0.02%	311
2021 Q4	$348K	Sell	5,353 -19	-0.4%	-$1.29K	0.02%	300
2021 Q3	$366K	Sell	5,372 -220	-4%	-$15.1K	0.02%	293
2021 Q2	$387K	Buy	5,592 +20	+0.4%	+$1.36K	0.03%	262
2021 Q1	$370K	Buy	5,572 +153	+3%	+$9.78K	0.03%	253
2020 Q4	$341K	Hold	5,419	–	–	0.03%	254
2020 Q3	$312K	Hold	5,419	–	–	0.03%	251
2020 Q2	$298K	Buy	+5,419	New	+$262K	0.03%	243