Highwater Wealth Management, LLC IDV Holdings History
Highwater Wealth Management, LLC's iShares International Select Dividend ETF Holding Summary
As of 2019-09-30, Highwater Wealth Management, LLC held 28,002.00 shares of iShares International Select Dividend ETF(IDV), totaling $861,000.00. This investment constitutes 3.8% of their stock portfolio, and Highwater Wealth Management, LLC now holds 0.02% of the outstanding iShares International Select Dividend ETF(IDV) stock.
The initial trade took place in 2018Q2. And since then Highwater Wealth Management, LLC has made 1 purchases of IDV, at an average price of $33.44, for a total of 30,726.00 shares. In addition, there have been 5 sales at an average price of $31.29 for 2,724.00 shares. Based on historical transaction data and IDV's current price of $34.86, Highwater Wealth Management, LLC's estimated gain on his IDV holdings is $33,881.79, reflecting a 3.30% gain to date.
Highwater Wealth Management, LLC IDV ($34.86) Holding Chart
Highwater Wealth Management, LLC IDV ($34.86) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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