LWM
ARTY
Lodestone Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,294
| Closed | -$342K | – | 157 |
|
|
2024
Q2 | $342K | Sell |
10,294
-198
| -2% | -$6.57K | 0.18% | 114 |
|
|
2024
Q1 | $360K | Sell |
10,492
-436
| -4% | -$15K | 0.19% | 112 |
|
|
2023
Q4 | $377K | Sell |
10,928
-1,095
| -9% | -$37.8K | 0.22% | 107 |
|
|
2023
Q3 | $367K | Sell |
12,023
-416
| -3% | -$12.7K | 0.26% | 90 |
|
|
2023
Q2 | $411K | Sell |
12,439
-292
| -2% | -$9.65K | 0.28% | 86 |
|
|
2023
Q1 | $400K | Buy |
12,731
+678
| +6% | +$21.3K | 0.31% | 84 |
|
|
2022
Q4 | $308K | Buy |
+12,053
| New | +$308K | 0.25% | 92 |
|