Patriot Financial Group Insurance Agency’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-871
| Closed | -$40K | – | 1001 |
|
|
2018
Q2 | $40K | Sell |
871
-491
| -36% | -$22.5K | 0.04% | 206 |
|
|
2018
Q1 | $61K | Buy |
1,362
+170
| +14% | +$7.61K | 0.05% | 283 |
|
|
2017
Q4 | $56K | Buy |
1,192
+8
| +0.7% | +$376 | 0.04% | 279 |
|
|
2017
Q3 | $53K | Buy |
1,184
+932
| +370% | +$41.7K | 0.05% | 251 |
|
|
2017
Q2 | $11K | Buy |
252
+152
| +152% | +$6.64K | 0.01% | 512 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 668 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | 0.01% | 601 |
|