Family Asset Management’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.03M | Sell |
12,922
-177
| -1% | -$27.8K | 1.22% | 21 |
|
|
2024
Q2 | $1.93M | Buy |
13,099
+2,436
| +23% | +$359K | 1.24% | 20 |
|
|
2024
Q1 | $1.55M | Sell |
10,663
-85
| -0.8% | -$12.3K | 0.96% | 24 |
|
|
2023
Q4 | $1.43M | Sell |
10,748
-346
| -3% | -$46K | 0.95% | 26 |
|
|
2023
Q3 | $1.33M | Buy |
11,094
+521
| +5% | +$62.6K | 0.98% | 25 |
|
|
2023
Q2 | $1.32M | Sell |
10,573
-783
| -7% | -$97.5K | 0.89% | 24 |
|
|
2023
Q1 | $1.34M | Buy |
+11,356
| New | +$1.34M | 0.98% | 27 |
|