Resurgent Financial Advisors’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 |
-2,487
| Closed | -$161K | – | 342 |
|
|
2023
Q4 | $161K | Sell |
2,487
-84
| -3% | -$5.45K | 0.1% | 187 |
|
|
2023
Q3 | $154K | Buy |
2,571
+159
| +7% | +$9.54K | 0.11% | 174 |
|
|
2023
Q2 | $151K | Sell |
2,412
-6
| -0.2% | -$376 | 0.1% | 174 |
|
|
2023
Q1 | $150K | Sell |
2,418
-116
| -5% | -$7.19K | 0.1% | 180 |
|
|
2022
Q4 | $147K | Sell |
2,534
-1,844
| -42% | -$107K | 0.08% | 244 |
|
|
2022
Q3 | $223K | Sell |
4,378
-479
| -10% | -$24.4K | 0.15% | 169 |
|
|
2022
Q2 | $277K | Sell |
4,857
-339
| -7% | -$19.3K | 0.18% | 138 |
|
|
2022
Q1 | $346K | Buy |
5,196
+1,181
| +29% | +$78.6K | 0.21% | 115 |
|
|
2021
Q4 | $285K | Buy |
+4,015
| New | +$285K | 0.23% | 94 |
|