Baystate Wealth Management’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.31M | Hold |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.22M | Hold |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.1M | Hold |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $962K | Buy |
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|
2020
Q3 | $855K | Sell |
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|
2020
Q2 | $803K | Buy |
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|
2020
Q1 | $673K | Hold |
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|
2019
Q4 | $813K | Buy |
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|
2019
Q3 | $739K | Buy |
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|
2019
Q2 | $736K | Buy |
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|
2019
Q1 | $724K | Hold |
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|
2018
Q4 | $656K | Buy |
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|
2018
Q3 | $686K | Sell |
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|
2018
Q2 | $678K | Buy |
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|
2018
Q1 | $668K | Hold |
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|
2017
Q4 | $704K | Buy |
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|
2017
Q3 | $638K | Sell |
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|
2017
Q2 | $614K | Buy |
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|
2017
Q1 | $574K | Hold |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $523K | Buy |
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|
2016
Q2 | $501K | Buy |
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|
2016
Q1 | $494K | Sell |
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|
2015
Q4 | $505K | Sell |
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|
2015
Q3 | $492K | Sell |
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|
2015
Q2 | $859K | Sell |
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|
2015
Q1 | $32.3M | Buy |
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|
2014
Q4 | $30M | Sell |
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|
2014
Q3 | $31.5M | Buy |
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|
2014
Q2 | $30.7M | Buy |
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|
2014
Q1 | $28.6M | Buy |
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|
2013
Q4 | $27.3M | Buy |
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|
2013
Q3 | $23.2M | Buy |
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|
2013
Q2 | $20.5M | Buy |
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