Corient Private Wealth’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 | $765K | Buy |
18,646
+560
| +3% | +$23K | ﹤0.01% | 1569 |
|
|
2025
Q1 | $569K | Buy |
18,086
+515
| +3% | +$16.2K | ﹤0.01% | 1537 |
|
|
2024
Q4 | $651K | Sell |
17,571
-8,187
| -32% | -$304K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $882K | Sell |
25,758
-1,482
| -5% | -$50.7K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $904K | Buy |
27,240
+10,446
| +62% | +$347K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $577K | Sell |
16,794
-154
| -0.9% | -$5.29K | ﹤0.01% | 1557 |
|
|
2023
Q4 | $585K | Buy |
+16,948
| New | +$585K | ﹤0.01% | 1531 |
|