Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $6.52M | Buy |
74,863
+29,467
| +65% | +$2.57M | 4.2% | 3 |
|
|
2017
Q4 | $4M | Buy |
45,396
+34,609
| +321% | +$3.05M | 2.48% | 7 |
|
|
2017
Q3 | $907K | Buy |
10,787
+5,062
| +88% | +$426K | 0.6% | 51 |
|
|
2017
Q2 | $459K | Sell |
5,725
-6,635
| -54% | -$532K | 0.31% | 71 |
|
|
2017
Q1 | $962K | Buy |
+12,360
| New | +$962K | 0.7% | 57 |
|
|
2016
Q2 | – | Sell |
-4,734
| Closed | -$328K | – | 232 |
|
|
2016
Q1 | $328K | Buy |
+4,734
| New | +$328K | 0.31% | 80 |
|