Perigon Wealth Management’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Hold |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $230K | Buy |
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