B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,600
| Closed | -$444K | – | 1349 |
|
|
2024
Q2 | $444K | Buy |
4,600
+96
| +2% | +$9.27K | 0.01% | 868 |
|
|
2024
Q1 | $330K | Sell |
4,504
-150
| -3% | -$11K | 0.01% | 1004 |
|
|
2023
Q4 | $375K | Buy |
4,654
+150
| +3% | +$12.1K | 0.01% | 955 |
|
|
2023
Q3 | $330K | Hold |
4,504
| – | – | 0.01% | 1004 |
|
|
2023
Q2 | $343K | Buy |
+4,504
| New | +$343K | 0.01% | 1047 |
|