Spire Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15K | Buy |
150
+50
| +50% | +$2.05K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $3.15K | Hold |
100
| – | – | ﹤0.01% | 2180 |
|
|
2024
Q4 | $3.71K | Hold |
100
| – | – | ﹤0.01% | 2114 |
|
|
2024
Q3 | $3.42K | Buy |
+100
| New | +$3.42K | ﹤0.01% | 1902 |
|
|
2024
Q2 | – | Sell |
-70
| Closed | -$2.41K | – | 2411 |
|
|
2024
Q1 | $2.41K | Sell |
70
-153
| -69% | -$5.27K | ﹤0.01% | 2054 |
|
|
2023
Q4 | $7.34K | Buy |
223
+39
| +21% | +$1.28K | ﹤0.01% | 1839 |
|
|
2023
Q3 | $5.62K | Buy |
184
+27
| +17% | +$825 | ﹤0.01% | 1916 |
|
|
2023
Q2 | $5.19K | Buy |
+157
| New | +$5.19K | ﹤0.01% | 1989 |
|