Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13
| Closed | -$1K | – | 854 |
|
|
2020
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 944 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$1K | – | 871 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1082 |
|