Strategic Wealth Partners Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $628K | Sell |
9,251
-86
| -0.9% | -$5.84K | 0.07% | 54 |
|
|
2023
Q4 | $606K | Sell |
9,337
-110
| -1% | -$7.14K | 0.08% | 51 |
|
|
2023
Q3 | $567K | Hold |
9,447
| – | – | 0.08% | 48 |
|
|
2023
Q2 | $591K | Buy |
9,447
+1,335
| +16% | +$83.5K | 0.09% | 47 |
|
|
2023
Q1 | $506K | Hold |
8,112
| – | – | 0.08% | 44 |
|
|
2022
Q4 | $469K | Hold |
8,112
| – | – | 0.1% | 35 |
|
|
2022
Q3 | $413K | Hold |
8,112
| – | – | 0.1% | 37 |
|
|
2022
Q2 | $463K | Buy |
8,112
+85
| +1% | +$4.85K | 0.1% | 38 |
|
|
2022
Q1 | $534K | Hold |
8,027
| – | – | 0.1% | 36 |
|
|
2021
Q4 | $569K | Hold |
8,027
| – | – | 0.1% | 44 |
|
|
2021
Q3 | $570K | Buy |
+8,027
| New | +$570K | 0.11% | 43 |
|
|
2021
Q1 | $564K | Hold |
8,027
| – | – | 0.11% | 41 |
|
|
2020
Q4 | $539K | Hold |
8,027
| – | – | 0.11% | 40 |
|
|
2020
Q3 | $468K | Hold |
8,027
| – | – | 0.11% | 38 |
|
|
2020
Q2 | $438K | Buy |
+8,027
| New | +$438K | 0.11% | 43 |
|