Sullivan, Bruyette, Speros & Blaney’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $379K | Hold |
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|
2020
Q3 | $339K | Hold |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $325K | Hold |
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|
2019
Q3 | $298K | Hold |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $286K | Hold |
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|
2018
Q4 | $255K | Hold |
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|
2018
Q3 | $294K | Hold |
|
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $275K | Hold |
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|
2017
Q4 | $279K | Hold |
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|
2017
Q3 | $266K | Hold |
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $246K | Hold |
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|
2016
Q4 | $231K | Hold |
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|
2016
Q3 | $226K | Hold |
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|
2016
Q2 | $216K | Buy |
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