Retirement Group’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.9K | Hold |
75
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $9.98K | Hold |
75
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $9.01K | Hold |
75
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $9.34K | Hold |
75
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 386 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$16K | – | 795 |
|
|
2022
Q2 | $16K | Buy |
150
+75
| +100% | +$8K | 0.01% | 367 |
|
|
2022
Q1 | $10K | Hold |
75
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $10K | Hold |
75
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 392 |
|
|
2021
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 429 |
|
|
2021
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 491 |
|
|
2020
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 455 |
|
|
2020
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 424 |
|
|
2019
Q4 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 419 |
|