EWM
ARTY
Evermay Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2K | Hold |
200
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $6.29K | Sell |
200
-350
| -64% | -$11K | ﹤0.01% | 474 |
|
|
2024
Q4 | $20.4K | Sell |
550
-150
| -21% | -$5.56K | ﹤0.01% | 381 |
|
|
2024
Q3 | $24K | Hold |
700
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $23.2K | Hold |
700
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $24K | Hold |
700
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $24.2K | Hold |
700
| – | – | ﹤0.01% | 382 |
|
|
2023
Q3 | $21.4K | Hold |
700
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $23.1K | Hold |
700
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $22K | Hold |
700
| – | – | ﹤0.01% | 361 |
|
|
2022
Q4 | $17.9K | Hold |
700
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $17K | Hold |
700
| – | – | ﹤0.01% | 358 |
|
|
2022
Q2 | $19K | Hold |
700
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $24K | Hold |
700
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $29K | Hold |
700
| – | – | 0.01% | 330 |
|
|
2021
Q3 | $30K | Hold |
700
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $31K | Buy |
+700
| New | +$31K | 0.01% | 327 |
|