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Summit Wealth Partners’s iShares Global 100 ETF IOO Stock Holding History

Summit Wealth Partners’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,878
Closed -$219K – 176
2022
Q1 		$219K Buy
2,878
+1
+0% +$76 0.05% 155
2021
Q4 		$224K Buy
+2,877
New +$224K 0.05% 145