Advisornet Financial’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,453
| Closed | -$91.1K | – | 2191 |
|
2024
Q1 | $91.1K | Buy |
9,453
+4,329
| +84% | +$41.7K | 0.01% | 656 |
|
2023
Q4 | $48.1K | Hold |
5,124
| – | – | ﹤0.01% | 814 |
|
2023
Q3 | $45.2K | Buy |
5,124
+2,600
| +103% | +$22.9K | ﹤0.01% | 814 |
|
2023
Q2 | $23.3K | Hold |
2,524
| – | – | ﹤0.01% | 1028 |
|
2023
Q1 | $23K | Buy |
2,524
+24
| +1% | +$219 | ﹤0.01% | 1029 |
|
2022
Q4 | $22.2K | Hold |
2,500
| – | – | ﹤0.01% | 1025 |
|
2022
Q3 | $21K | Buy |
+2,500
| New | +$21K | ﹤0.01% | 1078 |
|