Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,112
| Closed | -$38.4K | – | 3880 |
|
|
2023
Q4 | $38.4K | Hold |
1,112
| – | – | ﹤0.01% | 779 |
|
|
2023
Q3 | $34K | Sell |
1,112
-90
| -7% | -$2.75K | ﹤0.01% | 846 |
|
|
2023
Q2 | $39.7K | Hold |
1,202
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $37.7K | Buy |
1,202
+865
| +257% | +$27.1K | ﹤0.01% | 837 |
|
|
2022
Q4 | $8.6K | Buy |
337
+1
| +0.3% | +$26 | ﹤0.01% | 875 |
|
|
2022
Q3 | $8K | Hold |
336
| – | – | ﹤0.01% | 888 |
|
|
2022
Q2 | $8K | Buy |
336
+1
| +0.3% | +$24 | ﹤0.01% | 809 |
|
|
2022
Q1 | $11K | Hold |
335
| – | – | ﹤0.01% | 824 |
|
|
2021
Q4 | $13K | Buy |
335
+5
| +2% | +$194 | ﹤0.01% | 779 |
|
|
2021
Q3 | $14K | Sell |
330
-1
| -0.3% | -$42 | ﹤0.01% | 732 |
|
|
2021
Q2 | $14K | Hold |
331
| – | – | ﹤0.01% | 704 |
|
|
2021
Q1 | $14K | Buy |
331
+87
| +36% | +$3.68K | ﹤0.01% | 716 |
|
|
2020
Q4 | $9K | Buy |
+244
| New | +$9K | ﹤0.01% | 733 |
|