Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-196
| Closed | -$24.4K | – | 866 |
|
|
2023
Q2 | $24.4K | Buy |
196
+2
| +1% | +$249 | ﹤0.01% | 276 |
|
|
2023
Q1 | $22.8K | Hold |
194
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $21.2K | Buy |
194
+2
| +1% | +$218 | ﹤0.01% | 335 |
|
|
2022
Q3 | $19K | Hold |
192
| – | – | ﹤0.01% | 343 |
|
|
2022
Q2 | $21K | Buy |
192
+1
| +0.5% | +$109 | ﹤0.01% | 331 |
|
|
2022
Q1 | $24K | Hold |
191
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $26K | Buy |
191
+1
| +0.5% | +$136 | ﹤0.01% | 332 |
|
|
2021
Q3 | $24K | Hold |
190
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $24K | Buy |
+190
| New | +$24K | 0.01% | 302 |
|