Oliver Lagore Vanvalin Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-165
| Closed | -$10.7K | – | 789 |
|
2023
Q4 | $10.7K | Buy |
165
+2
| +1% | +$130 | ﹤0.01% | 398 |
|
2023
Q3 | $9.78K | Hold |
163
| – | – | ﹤0.01% | 440 |
|
2023
Q2 | $10.2K | Buy |
+163
| New | +$10.2K | ﹤0.01% | 456 |
|
2022
Q3 | – | Sell |
-82
| Closed | -$5K | – | 682 |
|
2022
Q2 | $5K | Hold |
82
| – | – | ﹤0.01% | 415 |
|
2022
Q1 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 408 |
|