Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,588
| Closed | -$350K | – | 3502 |
|
|
2021
Q4 | $350K | Hold |
2,588
| – | – | ﹤0.01% | 2822 |
|
|
2021
Q3 | $327K | Hold |
2,588
| – | – | ﹤0.01% | 2848 |
|
|
2021
Q2 | $328K | Sell |
2,588
-100
| -4% | -$12.7K | ﹤0.01% | 2844 |
|
|
2021
Q1 | $319K | Sell |
2,688
-3,954
| -60% | -$469K | ﹤0.01% | 2749 |
|
|
2020
Q4 | $747K | Sell |
6,642
-9,855
| -60% | -$1.11M | ﹤0.01% | 2062 |
|
|
2020
Q3 | $1.64M | Buy |
+16,497
| New | +$1.64M | ﹤0.01% | 1324 |
|