SYM Financial Corp’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
1,546
+750
| +94% | +$127K | 0.03% | 244 |
|
|
2025
Q1 | $122K | Buy |
796
+9
| +1% | +$1.38K | 0.02% | 281 |
|
|
2024
Q4 | $122K | Sell |
787
-1
| -0.1% | -$156 | 0.02% | 250 |
|
|
2024
Q3 | $124K | Buy |
788
+285
| +57% | +$44.7K | 0.02% | 197 |
|
|
2024
Q2 | $74.2K | Buy |
503
+39
| +8% | +$5.75K | 0.01% | 190 |
|
|
2024
Q1 | $67.2K | Sell |
464
-26
| -5% | -$3.77K | 0.01% | 120 |
|
|
2023
Q4 | $65.2K | Buy |
490
+479
| +4,355% | +$63.7K | 0.01% | 126 |
|
|
2023
Q3 | $1.32K | Buy |
11
+3
| +38% | +$361 | ﹤0.01% | 182 |
|
|
2023
Q2 | $996 | Hold |
8
| – | – | ﹤0.01% | 117 |
|
|
2023
Q1 | $941 | Hold |
8
| – | – | ﹤0.01% | 104 |
|
|
2022
Q4 | $874 | Hold |
8
| – | – | ﹤0.01% | 117 |
|
|
2022
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 101 |
|