SHJ
Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,775
| Closed | -$347K | – | 149 |
|
|
2024
Q3 | $347K | Sell |
4,775
-1,302
| -21% | -$94.6K | 0.05% | 116 |
|
|
2024
Q2 | $411K | Hold |
6,077
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $412K | Sell |
6,077
-431
| -7% | -$29.2K | 0.07% | 90 |
|
|
2023
Q4 | $423K | Hold |
6,508
| – | – | 0.07% | 84 |
|
|
2023
Q3 | $390K | Hold |
6,508
| – | – | 0.07% | 85 |
|
|
2023
Q2 | $408K | Sell |
6,508
-3,046
| -32% | -$191K | 0.08% | 75 |
|
|
2023
Q1 | $592K | Hold |
9,554
| – | – | 0.13% | 66 |
|
|
2022
Q4 | $553K | Sell |
9,554
-310
| -3% | -$17.9K | 0.13% | 68 |
|
|
2022
Q3 | $502K | Hold |
9,864
| – | – | 0.11% | 75 |
|
|
2022
Q2 | $563K | Buy |
+9,864
| New | +$563K | 0.14% | 58 |
|