L.J. Altfest & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,079
| Closed | -$341K | – | 284 |
|
|
2020
Q4 | $341K | Buy |
5,079
+53
| +1% | +$3.56K | 0.08% | 182 |
|
|
2020
Q3 | $293K | Hold |
5,026
| – | – | 0.08% | 172 |
|
|
2020
Q2 | $274K | Buy |
5,026
+48
| +1% | +$2.62K | 0.08% | 167 |
|
|
2020
Q1 | $234K | Sell |
4,978
-1,870
| -27% | -$87.9K | 0.07% | 161 |
|
|
2019
Q4 | $424K | Buy |
+6,848
| New | +$424K | 0.11% | 117 |
|