MWM
MY Wealth Management’s iShares Global 100 ETF IOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65,749
| Closed | -$4.21M | – | 28 |
|
|
2022
Q4 | $4.21M | Buy |
65,749
+11,537
| +21% | +$739K | 6.42% | 7 |
|
|
2022
Q3 | $3.23M | Buy |
54,212
+532
| +1% | +$31.7K | 3.46% | 10 |
|
|
2022
Q2 | $3.44M | Sell |
53,680
-403
| -0.7% | -$25.8K | 3.71% | 12 |
|
|
2022
Q1 | $4.11M | Sell |
54,083
-5,720
| -10% | -$435K | 3.81% | 12 |
|
|
2021
Q4 | $4.67M | Buy |
+59,803
| New | +$4.67M | 4.1% | 11 |
|