Benjamin F. Edwards & Company’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13K | Buy |
90
+1
| +1% | +$144 | ﹤0.01% | 1660 |
|
|
2024
Q1 | $13K | Sell |
89
-45
| -34% | -$6.57K | ﹤0.01% | 1645 |
|
|
2023
Q4 | $18K | Buy |
134
+5
| +4% | +$672 | ﹤0.01% | 1515 |
|
|
2023
Q3 | $16K | Hold |
129
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q2 | $16K | Hold |
129
| – | – | ﹤0.01% | 1326 |
|
|
2023
Q1 | $15K | Buy |
129
+1
| +0.8% | +$116 | ﹤0.01% | 1336 |
|
|
2022
Q4 | $14K | Buy |
128
+72
| +129% | +$7.88K | ﹤0.01% | 1361 |
|
|
2022
Q3 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 1531 |
|