BSWA
Bromfield Sneider Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $13.8K | Buy |
203
+15
| +8% | +$1.02K | 0.01% | 100 |
|
2023
Q4 | $12.2K | Buy |
188
+33
| +21% | +$2.15K | 0.01% | 96 |
|
2023
Q3 | $9.33K | Hold |
155
| – | – | 0.01% | 96 |
|
2023
Q2 | $9.74K | Buy |
155
+2
| +1% | +$126 | 0.01% | 93 |
|
2023
Q1 | $9.48K | Buy |
153
+45
| +42% | +$2.79K | 0.01% | 92 |
|
2022
Q4 | $6.26K | Buy |
108
+1
| +0.9% | +$58 | 0.01% | 91 |
|
2022
Q3 | $5K | Hold |
107
| – | – | 0.01% | 87 |
|
2022
Q2 | $6K | Buy |
107
+2
| +2% | +$112 | 0.01% | 88 |
|
2022
Q1 | $7K | Buy |
+105
| New | +$7K | 0.01% | 101 |
|