Sunbelt Securities’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.7K | Sell |
2,042
-252
| -11% | -$9.34K | 0.01% | 837 |
|
|
2025
Q1 | $72.1K | Buy |
2,294
+252
| +12% | +$7.93K | 0.01% | 818 |
|
|
2024
Q4 | $76.2K | Buy |
2,042
+615
| +43% | +$23K | 0.01% | 834 |
|
|
2024
Q3 | $48.9K | Sell |
1,427
-475
| -25% | -$16.3K | ﹤0.01% | 949 |
|
|
2024
Q2 | $63.1K | Sell |
1,902
-3,658
| -66% | -$121K | 0.01% | 846 |
|
|
2024
Q1 | $191K | Sell |
5,560
-8,054
| -59% | -$277K | 0.02% | 547 |
|
|
2023
Q4 | $470K | Sell |
13,614
-2,159
| -14% | -$74.5K | 0.06% | 321 |
|
|
2023
Q3 | $482K | Sell |
15,773
-5,396
| -25% | -$165K | 0.07% | 292 |
|
|
2023
Q2 | $699K | Buy |
21,169
+8,567
| +68% | +$283K | 0.1% | 219 |
|
|
2023
Q1 | $388K | Sell |
12,602
-1,260
| -9% | -$38.8K | 0.06% | 305 |
|
|
2022
Q4 | $354K | Sell |
13,862
-809
| -6% | -$20.7K | 0.07% | 309 |
|
|
2022
Q3 | $350K | Sell |
14,671
-99
| -0.7% | -$2.36K | 0.07% | 297 |
|
|
2022
Q2 | $390K | Buy |
14,770
+392
| +3% | +$10.4K | 0.08% | 287 |
|
|
2022
Q1 | $505K | Buy |
14,378
+86
| +0.6% | +$3.02K | 0.09% | 249 |
|
|
2021
Q4 | $522K | Sell |
14,292
-543
| -4% | -$19.8K | 0.08% | 261 |
|
|
2021
Q3 | $633K | Hold |
14,835
| – | – | 0.11% | 218 |
|
|
2021
Q2 | $633K | Sell |
14,835
-119
| -0.8% | -$5.08K | 0.11% | 218 |
|
|
2021
Q1 | $645K | Buy |
14,954
+2,466
| +20% | +$106K | 0.13% | 195 |
|
|
2020
Q4 | $498K | Buy |
12,488
+5,644
| +82% | +$225K | 0.1% | 231 |
|
|
2020
Q3 | $225K | Buy |
+6,844
| New | +$225K | 0.06% | 296 |
|