Cetera Advisors’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
Q1 | $451K | Buy |
+3,111
| New | +$451K | ﹤0.01% | 1668 |
|
|
2019
Q2 | – | Sell |
-339
| Closed | -$31K | – | 1264 |
|
|
2019
Q1 | $31K | Buy |
+339
| New | +$31K | ﹤0.01% | 1030 |
|
|
2014
Q2 | – | Sell |
-6,315
| Closed | -$450K | – | 629 |
|
|
2014
Q1 | $450K | Sell |
6,315
-1,275
| -17% | -$90.9K | 0.06% | 336 |
|
|
2013
Q4 | $534K | Sell |
7,590
-2,575
| -25% | -$181K | 0.08% | 275 |
|
|
2013
Q3 | $676K | Buy |
+10,165
| New | +$676K | 0.12% | 190 |
|