Gimbal Financial’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-107,374
| Closed | -$3.98M | – | 52 |
|
2024
Q4 | $3.98M | Buy |
+107,374
| New | +$3.98M | 3.25% | 9 |
|
2024
Q3 | – | Sell |
-238,821
| Closed | -$8.19M | – | 54 |
|
2024
Q2 | $8.19M | Buy |
238,821
+184,974
| +344% | +$6.35M | 6.03% | 7 |
|
2024
Q1 | $1.85M | Buy |
53,847
+24,826
| +86% | +$853K | 1.51% | 11 |
|
2023
Q4 | $1M | Buy |
+29,021
| New | +$1M | 1% | 13 |
|