Lido Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Buy |
48,589
+42,235
| +665% | +$7.15M | 0.03% | 265 |
|
|
2025
Q1 | $973K | Hold |
6,354
| – | – | ﹤0.01% | 742 |
|
|
2024
Q4 | $988K | Sell |
6,354
-1,007
| -14% | -$157K | ﹤0.01% | 711 |
|
|
2024
Q3 | $1.16M | Hold |
7,361
| – | – | 0.01% | 598 |
|
|
2024
Q2 | $1.09M | Sell |
7,361
-1
| -0% | -$148 | 0.01% | 581 |
|
|
2024
Q1 | $1.07M | Sell |
7,362
-9,145
| -55% | -$1.33M | 0.01% | 581 |
|
|
2023
Q4 | $2.2M | Buy |
16,507
+8,253
| +100% | +$1.1M | 0.01% | 369 |
|
|
2023
Q3 | $992K | Sell |
8,254
-8,252
| -50% | -$992K | 0.01% | 497 |
|
|
2023
Q2 | $2.06M | Buy |
16,506
+8,253
| +100% | +$1.03M | 0.01% | 339 |
|
|
2023
Q1 | $971K | Buy |
+8,253
| New | +$971K | 0.01% | 446 |
|