Patriot Financial Group Insurance Agency’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
18,636
+226
| +1% | +$9.27K | 0.09% | 250 |
|
|
2025
Q1 | $579K | Buy |
+18,410
| New | +$579K | 0.08% | 270 |
|
|
2022
Q4 | – | Sell |
-13,238
| Closed | -$315K | – | 448 |
|
|
2022
Q3 | $315K | Sell |
13,238
-19
| -0.1% | -$452 | 0.08% | 288 |
|
|
2022
Q2 | $350K | Sell |
13,257
-234
| -2% | -$6.18K | 0.07% | 272 |
|
|
2022
Q1 | $464K | Buy |
13,491
+6,661
| +98% | +$229K | 0.08% | 246 |
|
|
2021
Q4 | $283K | Buy |
6,830
+3,056
| +81% | +$127K | 0.05% | 370 |
|
|
2021
Q3 | $160K | Buy |
3,774
+1,799
| +91% | +$76.3K | 0.03% | 505 |
|
|
2021
Q2 | $89K | Buy |
+1,975
| New | +$89K | 0.02% | 669 |
|