Arkadios Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $3.09M | Buy |
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|
2021
Q3 | $2.8M | Buy |
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|
2021
Q2 | $2.78M | Buy |
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|
2021
Q1 | $2.55M | Buy |
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|
2020
Q4 | $2.35M | Buy |
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