Atlas Private Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-251
| Closed | -$18K | – | 421 |
|
|
2021
Q3 | $18K | Hold |
251
| – | – | 0.01% | 368 |
|
|
2021
Q2 | $18K | Hold |
251
| – | – | 0.01% | 381 |
|
|
2021
Q1 | $17K | Hold |
251
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $16K | Hold |
251
| – | – | 0.01% | 364 |
|
|
2020
Q3 | $14K | Sell |
251
-303
| -55% | -$16.9K | 0.01% | 354 |
|
|
2020
Q2 | $29K | Buy |
+554
| New | +$29K | 0.03% | 272 |
|