Hilltop Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,082
| Closed | -$272K | – | 32 |
|
|
2022
Q1 | $272K | Buy |
4,082
+1,197
| +41% | +$79.8K | 0.23% | 25 |
|
|
2021
Q4 | $205K | Hold |
2,885
| – | – | 0.14% | 36 |
|
|
2021
Q3 | $205K | Hold |
2,885
| – | – | 0.14% | 36 |
|
|
2021
Q2 | $211K | Hold |
2,885
| – | – | 0.15% | 36 |
|
|
2021
Q1 | $203K | Buy |
+2,885
| New | +$203K | 0.16% | 36 |
|
|
2020
Q2 | – | Sell |
-5,069
| Closed | -$238K | – | 30 |
|
|
2020
Q1 | $238K | Sell |
5,069
-4,490
| -47% | -$211K | 0.29% | 23 |
|
|
2019
Q4 | $592K | Buy |
+9,559
| New | +$592K | 0.61% | 14 |
|