Core Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-54
| Closed | -$1.86K | – | 256 |
|
|
2024
Q1 | $1.86K | Hold |
54
| – | – | ﹤0.01% | 243 |
|
|
2023
Q4 | $1.87K | Hold |
54
| – | – | ﹤0.01% | 241 |
|
|
2023
Q3 | $1.65K | Buy |
54
+38
| +238% | +$1.16K | ﹤0.01% | 221 |
|
|
2023
Q2 | $529 | Buy |
+16
| New | +$529 | ﹤0.01% | 227 |
|