Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-430
| Closed | -$26K | – | 928 |
|
|
2022
Q3 | $26K | Buy |
+430
| New | +$26K | ﹤0.01% | 405 |
|
|
2016
Q4 | – | Sell |
-1,332
| Closed | -$50K | – | 1000 |
|
|
2016
Q3 | $50K | Hold |
1,332
| – | – | 0.03% | 317 |
|
|
2016
Q2 | $48K | Hold |
1,332
| – | – | 0.03% | 287 |
|
|
2016
Q1 | $48K | Hold |
1,332
| – | – | 0.04% | 269 |
|
|
2015
Q4 | $49K | Hold |
1,332
| – | – | 0.04% | 279 |
|
|
2015
Q3 | $46K | Hold |
1,332
| – | – | 0.04% | 268 |
|
|
2015
Q2 | $50K | Buy |
+1,332
| New | +$50K | 0.04% | 292 |
|