Atria Wealth Solutions’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,573
| Closed | -$651K | – | 2086 |
|
|
2024
Q4 | $651K | Buy |
17,573
+920
| +6% | +$34.1K | 0.01% | 1113 |
|
|
2024
Q3 | $570K | Sell |
16,653
-389
| -2% | -$13.3K | 0.01% | 1173 |
|
|
2024
Q2 | $566K | Buy |
17,042
+528
| +3% | +$17.5K | 0.01% | 1172 |
|
|
2024
Q1 | $567K | Buy |
16,514
+1,224
| +8% | +$42K | 0.01% | 1201 |
|
|
2023
Q4 | $528K | Buy |
+15,290
| New | +$528K | 0.01% | 1171 |
|
|
2023
Q3 | – | Sell |
-9,610
| Closed | -$318K | – | 1980 |
|
|
2023
Q2 | $318K | Buy |
+9,610
| New | +$318K | ﹤0.01% | 1393 |
|
|
2022
Q2 | – | Sell |
-42,502
| Closed | -$1.46M | – | 1884 |
|
|
2022
Q1 | $1.46M | Buy |
+42,502
| New | +$1.46M | 0.02% | 582 |
|