Founders Capital Management (Texas)’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$3.44K | – | 387 |
|
|
2024
Q1 | $3.44K | Sell |
100
-278
| -74% | -$9.55K | ﹤0.01% | 320 |
|
|
2023
Q4 | $13K | Hold |
378
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $11.5K | Sell |
378
-3,973
| -91% | -$121K | 0.01% | 283 |
|
|
2023
Q2 | $144K | Sell |
4,351
-1,523
| -26% | -$50.3K | 0.1% | 70 |
|
|
2023
Q1 | $184K | Sell |
5,874
-50
| -0.8% | -$1.57K | 0.14% | 59 |
|
|
2022
Q4 | $151K | Sell |
5,924
-8,911
| -60% | -$227K | 0.11% | 69 |
|
|
2022
Q3 | $354K | Sell |
14,835
-360
| -2% | -$8.59K | 0.29% | 42 |
|
|
2022
Q2 | $402K | Sell |
15,195
-2,369
| -13% | -$62.7K | 0.32% | 40 |
|
|
2022
Q1 | $727K | Hold |
17,564
| – | – | 0.47% | 38 |
|
|
2021
Q4 | $727K | Sell |
17,564
-13,596
| -44% | -$563K | 0.47% | 38 |
|
|
2021
Q3 | $1.32M | Buy |
31,160
+1,195
| +4% | +$50.6K | 0.9% | 29 |
|
|
2021
Q2 | $1.35M | Buy |
29,965
+1,165
| +4% | +$52.3K | 0.88% | 31 |
|
|
2021
Q1 | $1.24M | Buy |
+28,800
| New | +$1.24M | 0.88% | 30 |
|