EWS
ARTY
Eagle Wealth Strategies’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,792
| Closed | -$267K | – | 115 |
|
|
2024
Q3 | $267K | Sell |
7,792
-3,299
| -30% | -$113K | 0.19% | 88 |
|
|
2024
Q2 | $368K | Buy |
11,091
+139
| +1% | +$4.61K | 0.3% | 54 |
|
|
2024
Q1 | $376K | Buy |
10,952
+400
| +4% | +$13.7K | 0.31% | 54 |
|
|
2023
Q4 | $364K | Buy |
+10,552
| New | +$364K | 0.22% | 56 |
|