Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-660
| Closed | -$31K | – | 1227 |
|
|
2019
Q1 | $31K | Hold |
660
| – | – | ﹤0.01% | 1097 |
|
|
2018
Q4 | $28K | Hold |
660
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q3 | $32K | Hold |
660
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q2 | $30K | Hold |
660
| – | – | ﹤0.01% | 1150 |
|
|
2018
Q1 | $30K | Hold |
660
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q4 | $31K | Hold |
660
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q3 | $29K | Hold |
660
| – | – | ﹤0.01% | 1170 |
|
|
2017
Q2 | $28K | Hold |
660
| – | – | ﹤0.01% | 1147 |
|
|
2017
Q1 | $27K | Hold |
660
| – | – | ﹤0.01% | 982 |
|
|
2016
Q4 | $25K | Hold |
660
| – | – | ﹤0.01% | 957 |
|
|
2016
Q3 | $25K | Hold |
660
| – | – | ﹤0.01% | 997 |
|
|
2016
Q2 | $24K | Sell |
660
-200
| -23% | -$7.27K | ﹤0.01% | 939 |
|
|
2016
Q1 | $31K | Sell |
860
-60
| -7% | -$2.16K | 0.01% | 824 |
|
|
2015
Q4 | $34K | Buy |
+920
| New | +$34K | 0.01% | 815 |
|