Clearwater Capital 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 | $246K | Sell |
6,009
-519
| -8% | -$21.3K | 0.02% | 147 |
|
|
2025
Q1 | $205K | Sell |
6,528
-467
| -7% | -$14.7K | 0.02% | 165 |
|
|
2024
Q4 | $259K | Sell |
6,995
-415
| -6% | -$15.4K | 0.03% | 153 |
|
|
2024
Q3 | $254K | Hold |
7,410
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $246K | Hold |
7,410
| – | – | 0.03% | 142 |
|
|
2024
Q1 | $255K | Sell |
7,410
-430
| -5% | -$14.8K | 0.03% | 141 |
|
|
2023
Q4 | $270K | Buy |
+7,840
| New | +$270K | 0.03% | 128 |
|
|
2022
Q4 | – | Sell |
-114,304
| Closed | -$2.72M | – | 173 |
|
|
2022
Q3 | $2.72M | Buy |
+114,304
| New | +$2.72M | 0.38% | 49 |
|