Wescott Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,301
| Closed | -$274K | – | 168 |
|
|
2023
Q4 | $274K | Buy |
4,301
+59
| +1% | +$3.76K | 0.04% | 139 |
|
|
2023
Q3 | $247K | Hold |
4,242
| – | – | 0.05% | 139 |
|
|
2023
Q2 | $259K | Buy |
4,242
+74
| +2% | +$4.52K | 0.05% | 139 |
|
|
2023
Q1 | $252K | Buy |
4,168
+16
| +0.4% | +$967 | 0.05% | 136 |
|
|
2022
Q4 | $232K | Buy |
+4,152
| New | +$232K | 0.05% | 135 |
|
|
2022
Q3 | – | Sell |
-9,071
| Closed | -$487K | – | 141 |
|
|
2022
Q2 | $487K | Buy |
+9,071
| New | +$487K | 0.13% | 81 |
|