Clear Perspectives Financial Planning’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.06M | Buy |
43,702
+38,196
| +694% | +$2.68M | 1.72% | 15 |
|
|
2022
Q4 | $353K | Sell |
5,506
-90
| -2% | -$5.76K | 0.19% | 37 |
|
|
2022
Q3 | $333K | Sell |
5,596
-575
| -9% | -$34.2K | 0.16% | 39 |
|
|
2022
Q2 | $395K | Sell |
6,171
-49,329
| -89% | -$3.16M | 0.15% | 38 |
|
|
2022
Q1 | $4.22M | Sell |
55,500
-1,461
| -3% | -$111K | 1.6% | 16 |
|
|
2021
Q4 | $4.44M | Sell |
56,961
-2,461
| -4% | -$192K | 1.8% | 16 |
|
|
2021
Q3 | $4.23M | Sell |
59,422
-1,773
| -3% | -$126K | 1.92% | 14 |
|
|
2021
Q2 | $4.34M | Sell |
61,195
-977
| -2% | -$69.4K | 2.1% | 14 |
|
|
2021
Q1 | $4.1M | Sell |
62,172
-3,376
| -5% | -$223K | 2.38% | 11 |
|
|
2020
Q4 | $4.12M | Buy |
+65,548
| New | +$4.12M | 2.61% | 14 |
|