Tiedemann Advisors’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $766K | Hold |
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|
2023
Q1 | $724K | Hold |
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|
2022
Q4 | $672K | Hold |
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|
2022
Q3 | $614K | Hold |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $785K | Hold |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $782K | Sell |
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|
2021
Q2 | $809K | Buy |
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|
2021
Q1 | $675K | Hold |
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|
2020
Q4 | $638K | Buy |
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|
2020
Q3 | $566K | Buy |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $538K | Sell |
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|
2019
Q3 | $816K | Sell |
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|
2019
Q2 | $818K | Sell |
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|
2019
Q1 | $816K | Buy |
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|
2018
Q4 | $726K | Buy |
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|
2018
Q3 | $843K | Sell |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.43M | Sell |
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|
2017
Q4 | $1.57M | Buy |
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|
2017
Q3 | $1.48M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $8.92M | Sell |
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|
2016
Q3 | $9.09M | Buy |
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|
2016
Q2 | $4.73M | Buy |
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|
2016
Q1 | $3.97M | Sell |
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|
2015
Q4 | $8.67M | Buy |
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