Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-170
| Closed | -$15K | – | 1241 |
|
|
2019
Q2 | $15K | Buy |
+170
| New | +$15K | ﹤0.01% | 566 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$3K | – | 831 |
|
|
2016
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 604 |
|
|
2016
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 596 |
|
|
2016
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 596 |
|
|
2016
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 601 |
|