Corient Private Wealth’s iShares International Developed Property ETF WPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,528
| Closed | -$216K | – | 2377 |
|
|
2023
Q4 | $216K | Buy |
+7,528
| New | +$216K | ﹤0.01% | 2035 |
|
|
2023
Q3 | – | Sell |
-8,060
| Closed | -$211K | – | 2234 |
|
|
2023
Q2 | $211K | Sell |
8,060
-203
| -2% | -$5.3K | ﹤0.01% | 1843 |
|
|
2023
Q1 | $222K | Buy |
8,263
+243
| +3% | +$6.54K | ﹤0.01% | 1743 |
|
|
2022
Q4 | $220K | Buy |
+8,020
| New | +$220K | ﹤0.01% | 1453 |
|