Beaumont Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,900
| Closed | -$292K | – | 67 |
|
|
2024
Q4 | $292K | Buy |
2,900
+553
| +24% | +$55.7K | 0.23% | 41 |
|
|
2024
Q3 | $233K | Buy |
+2,347
| New | +$233K | 0.17% | 43 |
|
|
2024
Q1 | – | Sell |
-12,358
| Closed | -$995K | – | 49 |
|
|
2023
Q4 | $995K | Sell |
12,358
-1,071
| -8% | -$86.2K | 0.76% | 35 |
|
|
2023
Q3 | $984K | Buy |
+13,429
| New | +$984K | 0.71% | 29 |
|
|
2022
Q4 | – | Sell |
-9,629
| Closed | -$573K | – | 48 |
|
|
2022
Q3 | $573K | Sell |
9,629
-1,304
| -12% | -$77.6K | 0.57% | 27 |
|
|
2022
Q2 | $700K | Sell |
10,933
-3,222
| -23% | -$206K | 0.58% | 22 |
|
|
2022
Q1 | $1.08M | Buy |
+14,155
| New | +$1.08M | 0.69% | 29 |
|