Clearstead Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493 | Hold |
12
| – | – | ﹤0.01% | 2486 |
|
|
2025
Q1 | $379 | Hold |
12
| – | – | ﹤0.01% | 2088 |
|
|
2024
Q4 | $446 | Hold |
12
| – | – | ﹤0.01% | 1986 |
|
|
2024
Q3 | $411 | Hold |
12
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q2 | $399 | Buy |
+12
| New | +$399 | ﹤0.01% | 1948 |
|
|
2021
Q4 | – | Sell |
-1,801
| Closed | -$76K | – | 1448 |
|
|
2021
Q3 | $76K | Buy |
+1,801
| New | +$76K | 0.01% | 538 |
|