UBP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.27M | Sell |
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|
2022
Q2 | $7.31M | Buy |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $6.38M | Buy |
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|
2021
Q3 | $4.69M | Buy |
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|
2021
Q2 | $4.6M | Buy |
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|
2021
Q1 | $4.27M | Buy |
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|
2020
Q4 | $3.66M | Buy |
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|
2020
Q3 | $3.04M | Sell |
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|
2020
Q2 | $2.88M | Buy |
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|
2020
Q1 | $2.42M | Sell |
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|
2019
Q4 | $3.27M | Buy |
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|
2019
Q3 | $2.44M | Buy |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $2.12M | Sell |
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|
2018
Q2 | $2.08M | Buy |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | $1.97M | Buy |
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