Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $32.4K | Buy |
938
+5
| +0.5% | +$173 | ﹤0.01% | 463 |
|
|
2023
Q3 | $28.5K | Buy |
933
+534
| +134% | +$16.3K | ﹤0.01% | 425 |
|
|
2023
Q2 | $13.2K | Sell |
399
-6
| -1% | -$199 | ﹤0.01% | 523 |
|
|
2023
Q1 | $12.7K | Hold |
405
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $10K | Buy |
405
+1
| +0.2% | +$25 | ﹤0.01% | 578 |
|
|
2022
Q3 | $10K | Hold |
404
| – | – | ﹤0.01% | 550 |
|
|
2022
Q2 | $11K | Buy |
404
+2
| +0.5% | +$54 | ﹤0.01% | 543 |
|
|
2022
Q1 | $14K | Buy |
402
+52
| +15% | +$1.81K | ﹤0.01% | 522 |
|
|
2021
Q4 | $14K | Buy |
350
+68
| +24% | +$2.72K | ﹤0.01% | 519 |
|
|
2021
Q3 | $12K | Hold |
282
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $13K | Buy |
+282
| New | +$13K | ﹤0.01% | 486 |
|