Liberty Wealth Management’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
Q4 | – | Sell |
-689
| Closed | -$99K | – | 649 |
|
2021
Q3 | $99K | Hold |
689
| – | – | 0.04% | 292 |
|
2021
Q2 | $50K | Buy |
689
+149
| +28% | +$10.8K | 0.02% | 317 |
|
2021
Q1 | $37K | Hold |
540
| – | – | 0.02% | 341 |
|
2020
Q4 | $37K | Sell |
540
-50
| -8% | -$3.43K | 0.02% | 338 |
|
2020
Q3 | $34K | Hold |
590
| – | – | 0.02% | 302 |
|
2020
Q2 | $32K | Buy |
+590
| New | +$32K | 0.02% | 303 |
|
2019
Q3 | – | Sell |
-306
| Closed | -$18K | – | 922 |
|
2019
Q2 | $18K | Buy |
306
+5
| +2% | +$294 | 0.02% | 431 |
|
2019
Q1 | $17K | Hold |
301
| – | – | 0.01% | 371 |
|
2018
Q4 | $15K | Buy |
+301
| New | +$15K | 0.01% | 366 |
|