GWA
Guidant Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $174K | Hold |
3,518
| – | – | 0.06% | 113 |
|
|
2019
Q2 | $172K | Sell |
3,518
-950
| -21% | -$46.4K | 0.07% | 114 |
|
|
2019
Q1 | $212K | Hold |
4,468
| – | – | 0.08% | 103 |
|
|
2018
Q4 | $189K | Sell |
4,468
-3,159
| -41% | -$134K | 0.09% | 83 |
|
|
2018
Q3 | $246K | Hold |
7,627
| – | – | 0.1% | 42 |
|
|
2018
Q2 | $232K | Buy |
7,627
+2,234
| +41% | +$68K | 0.1% | 42 |
|
|
2018
Q1 | $229K | Hold |
5,393
| – | – | 0.1% | 41 |
|
|
2017
Q4 | $242K | Buy |
5,393
+3,159
| +141% | +$142K | 0.11% | 42 |
|
|
2017
Q3 | $199K | Hold |
2,234
| – | – | 0.14% | 41 |
|
|
2017
Q2 | $188K | Hold |
2,234
| – | – | 0.1% | 70 |
|
|
2017
Q1 | $181K | Hold |
2,234
| – | – | 0.1% | 71 |
|
|
2016
Q4 | $174K | Hold |
2,234
| – | – | 0.1% | 72 |
|
|
2016
Q3 | $167K | Buy |
+2,234
| New | +$167K | 0.1% | 68 |
|