Sugarloaf Wealth Management’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
Q4 | $8.13K | Buy |
123
+2
| +2% | +$132 | ﹤0.01% | 525 |
|
|
2024
Q3 | $8.77K | Hold |
121
| – | – | ﹤0.01% | 518 |
|
|
2024
Q2 | $8.16K | Buy |
121
+2
| +2% | +$135 | ﹤0.01% | 497 |
|
|
2024
Q1 | $8.07K | Hold |
119
| – | – | ﹤0.01% | 500 |
|
|
2023
Q4 | $7.72K | Buy |
119
+2
| +2% | +$130 | ﹤0.01% | 512 |
|
|
2023
Q3 | $7.02K | Hold |
117
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $7.33K | Buy |
117
+2
| +2% | +$125 | ﹤0.01% | 511 |
|
|
2023
Q1 | $7.14K | Hold |
115
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $6.67K | Hold |
115
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $7K | Buy |
115
+3
| +3% | +$183 | ﹤0.01% | 549 |
|
|
2022
Q1 | $7K | Sell |
112
-1
| -0.9% | -$63 | ﹤0.01% | 519 |
|
|
2021
Q4 | $8K | Buy |
113
+2
| +2% | +$142 | ﹤0.01% | 532 |
|
|
2021
Q3 | $8K | Hold |
111
| – | – | ﹤0.01% | 535 |
|
|
2021
Q2 | $8K | Buy |
111
+2
| +2% | +$144 | ﹤0.01% | 522 |
|
|
2021
Q1 | $8 | Hold |
109
| – | – | ﹤0.01% | 521 |
|
|
2020
Q4 | $7K | Buy |
109
+1
| +0.9% | +$64 | ﹤0.01% | 507 |
|
|
2020
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 502 |
|
|
2020
Q2 | $6K | Buy |
108
+1
| +0.9% | +$56 | ﹤0.01% | 497 |
|
|
2020
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 508 |
|
|
2019
Q4 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 499 |
|