Valeo Financial Advisors’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-652
| Closed | -$43K | – | 1071 |
|
|
2021
Q1 | $43K | Hold |
652
| – | – | ﹤0.01% | 884 |
|
|
2020
Q4 | $41K | Hold |
652
| – | – | ﹤0.01% | 822 |
|
|
2020
Q3 | $37K | Hold |
652
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $34K | Hold |
652
| – | – | ﹤0.01% | 824 |
|
|
2020
Q1 | $31K | Hold |
652
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $35K | Hold |
652
| – | – | ﹤0.01% | 758 |
|
|
2019
Q3 | $32K | Hold |
652
| – | – | ﹤0.01% | 711 |
|
|
2019
Q2 | $32K | Hold |
652
| – | – | ﹤0.01% | 715 |
|
|
2019
Q1 | $31K | Hold |
652
| – | – | ﹤0.01% | 660 |
|
|
2018
Q4 | $28K | Buy |
+652
| New | +$28K | ﹤0.01% | 615 |
|