BerganKDV Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-52
| Closed | -$3.22K | – | 976 |
|
2023
Q1 | $3.22K | Hold |
52
| – | – | ﹤0.01% | 761 |
|
2022
Q4 | $3.01K | Hold |
52
| – | – | ﹤0.01% | 753 |
|
2022
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 759 |
|
2022
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 774 |
|
2022
Q1 | $3K | Sell |
52
-895
| -95% | -$51.6K | ﹤0.01% | 807 |
|
2021
Q4 | $67K | Buy |
+947
| New | +$67K | 0.01% | 383 |
|