Concord Wealth Partners’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 | $99.2K | Hold |
2,419
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $76.1K | Hold |
2,419
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $89.7K | Hold |
2,419
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $82.8K | Hold |
2,419
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $80.3K | Hold |
2,419
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $83.1K | Hold |
2,419
| – | – | 0.02% | 287 |
|
|
2023
Q4 | $83.5K | Hold |
2,419
| – | – | 0.02% | 295 |
|
|
2023
Q3 | $73.9K | Buy |
+2,419
| New | +$73.9K | 0.02% | 322 |
|