Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Sell |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $234K | Buy |
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