BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $609K | Hold |
|
|||||
|
2025
Q2 | $547K | Hold |
|
|||||
|
2025
Q1 | $489K | Hold |
|
|||||
|
2024
Q4 | $512K | Hold |
|
|||||
|
2024
Q3 | $503K | Hold |
|
|||||
|
2024
Q2 | $490K | Hold |
|
|||||
|
2024
Q1 | $454K | Hold |
|
|||||
|
2023
Q4 | $409K | Hold |
|
|||||
|
2023
Q3 | $372K | Hold |
|
|||||
|
2023
Q2 | $386K | Sell |
|
|||||
|
2023
Q1 | $881K | Hold |
|
|||||
|
2022
Q4 | $805K | Hold |
|
|||||
|
2022
Q3 | $749K | Sell |
|
|||||
|
2022
Q2 | $812K | Hold |
|
|||||
|
2022
Q1 | $964K | Hold |
|
|||||
|
2021
Q4 | $989K | Hold |
|
|||||
|
2021
Q3 | $902K | Hold |
|
|||||
|
2021
Q2 | $900K | Hold |
|
|||||
|
2021
Q1 | $837K | Hold |
|
|||||
|
2020
Q4 | $797K | Hold |
|
|||||
|
2020
Q3 | $714K | Buy |
|
|||||
|
2020
Q2 | $665K | Hold |
|
|||||
|
2020
Q1 | $563K | Sell |
|
|||||
|
2019
Q4 | $1.97M | Hold |
|
|||||
|
2019
Q3 | $1.81M | Buy |
|
|||||
|
2019
Q2 | $1.8M | Hold |
|
|||||
|
2019
Q1 | $1.74M | Hold |
|
|||||
|
2018
Q4 | $1.55M | Hold |
|
|||||
|
2018
Q3 | $1.79M | Buy |
|
|||||
|
2018
Q2 | $1.5M | Sell |
|
|||||
|
2018
Q1 | $1.67M | Hold |
|
|||||
|
2017
Q4 | $1.7M | Hold |
|
|||||
|
2017
Q3 | $1.61M | Hold |
|
|||||
|
2017
Q2 | $1.59M | Hold |
|
|||||
|
2017
Q1 | $1.54M | Sell |
|
|||||
|
2016
Q4 | $1.4M | Buy |
|