SIA
Schechter Investment Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-61,379
| Closed | -$3.13M | – | 874 |
|
2022
Q3 | $3.13M | Buy |
61,379
+15,243
| +33% | +$776K | 0.31% | 46 |
|
2022
Q2 | $2.63M | Buy |
46,136
+39,211
| +566% | +$2.24M | 0.26% | 55 |
|
2022
Q1 | $462K | Buy |
6,925
+4,017
| +138% | +$268K | 0.04% | 555 |
|
2021
Q4 | $206K | Buy |
+2,908
| New | +$206K | 0.02% | 787 |
|