Mark J. Bradley’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
Q1 | – | Sell |
-2,795
| Closed | -$305K | – | 45 |
|
|
2022
Q4 | $305K | Buy |
2,795
+20
| +0.7% | +$2.18K | 0.27% | 41 |
|
|
2022
Q3 | $277K | Sell |
2,775
-10
| -0.4% | -$998 | 0.26% | 44 |
|
|
2022
Q2 | $298K | Sell |
2,785
-90
| -3% | -$9.63K | 0.27% | 45 |
|
|
2022
Q1 | $368K | Buy |
2,875
+75
| +3% | +$9.6K | 0.26% | 47 |
|
|
2021
Q4 | $379K | Sell |
2,800
-55
| -2% | -$7.45K | 0.25% | 46 |
|
|
2021
Q3 | $361K | Sell |
2,855
-60
| -2% | -$7.59K | 0.25% | 46 |
|
|
2021
Q2 | $369K | Sell |
2,915
-20
| -0.7% | -$2.53K | 0.25% | 47 |
|
|
2021
Q1 | $348K | Buy |
2,935
+435
| +17% | +$51.6K | 0.24% | 47 |
|
|
2020
Q4 | $281K | Buy |
+2,500
| New | +$281K | 0.19% | 48 |
|