Delos Wealth Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2K | Buy |
+30
| New | +$2.2K | ﹤0.01% | 221 |
|
|
2025
Q1 | – | Sell |
-30
| Closed | -$2.29K | – | 193 |
|
|
2024
Q4 | $2.29K | Hold |
30
| – | – | ﹤0.01% | 163 |
|
|
2024
Q3 | $2.59K | Sell |
30
-130
| -81% | -$11.2K | ﹤0.01% | 143 |
|
|
2024
Q2 | $12.5K | Hold |
160
| – | – | 0.01% | 118 |
|
|
2024
Q1 | $13.5K | Sell |
160
-22
| -12% | -$1.86K | 0.02% | 108 |
|
|
2023
Q4 | $14.8K | Hold |
182
| – | – | 0.02% | 92 |
|
|
2023
Q3 | $13.6K | Hold |
182
| – | – | 0.02% | 126 |
|
|
2023
Q2 | $13K | Hold |
182
| – | – | 0.02% | 124 |
|
|
2023
Q1 | $13K | Sell |
182
-1,262
| -87% | -$90.4K | 0.02% | 118 |
|
|
2022
Q4 | $105K | Hold |
1,444
| – | – | 0.16% | 47 |
|
|
2022
Q3 | $94K | Sell |
1,444
-119
| -8% | -$7.75K | 0.11% | 46 |
|
|
2022
Q2 | $116K | Sell |
1,563
-3,059
| -66% | -$227K | 0.13% | 47 |
|
|
2022
Q1 | $413K | Sell |
4,622
-4,681
| -50% | -$418K | 0.41% | 43 |
|
|
2021
Q4 | $856K | Buy |
9,303
+187
| +2% | +$17.2K | 0.81% | 30 |
|
|
2021
Q3 | $775K | Sell |
9,116
-9,624
| -51% | -$818K | 0.85% | 31 |
|
|
2021
Q2 | $1.63M | Buy |
+18,740
| New | +$1.63M | 2.03% | 22 |
|