RG
ARTY
Retirement Group’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $285K | Buy |
8,310
+5,585
| +205% | +$192K | 0.1% | 91 |
|
|
2023
Q4 | $94K | Sell |
2,725
-4,700
| -63% | -$162K | 0.04% | 159 |
|
|
2023
Q3 | $227K | Buy |
7,425
+750
| +11% | +$22.9K | 0.09% | 93 |
|
|
2023
Q2 | $221K | Buy |
6,675
+5,000
| +299% | +$165K | 0.09% | 91 |
|
|
2023
Q1 | $53K | Buy |
+1,675
| New | +$53K | 0.02% | 186 |
|
|
2022
Q1 | – | Sell |
-580
| Closed | -$24K | – | 841 |
|
|
2021
Q4 | $24K | Hold |
580
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $25K | Hold |
580
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $26K | Hold |
580
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $25K | Buy |
+580
| New | +$25K | 0.01% | 357 |
|