Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,866
| Closed | -$570K | – | 277 |
|
|
2024
Q2 | $570K | Hold |
3,866
| – | – | 0.08% | 163 |
|
|
2024
Q1 | $560K | Hold |
3,866
| – | – | 0.08% | 177 |
|
|
2023
Q4 | $514K | Sell |
3,866
-535
| -12% | -$71.2K | 0.08% | 173 |
|
|
2023
Q3 | $529K | Buy |
4,401
+539
| +14% | +$64.8K | 0.09% | 165 |
|
|
2023
Q2 | $481K | Hold |
3,862
| – | – | 0.07% | 184 |
|
|
2023
Q1 | $454K | Buy |
+3,862
| New | +$454K | 0.07% | 169 |
|