Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63
| Closed | -$7K | – | 2603 |
|
|
2022
Q4 | $7K | Hold |
63
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q3 | $6K | Sell |
63
-2
| -3% | -$190 | ﹤0.01% | 1715 |
|
|
2022
Q2 | $7K | Sell |
65
-372
| -85% | -$40.1K | ﹤0.01% | 2048 |
|
|
2022
Q1 | $56K | Sell |
437
-57
| -12% | -$7.3K | ﹤0.01% | 1410 |
|
|
2021
Q4 | $67K | Buy |
+494
| New | +$67K | ﹤0.01% | 1592 |
|