Wells Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $18.3K | Hold |
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|
2024
Q2 | $17K | Hold |
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|
2024
Q1 | $17.1K | Hold |
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|
2023
Q4 | $16.4K | Hold |
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|
2023
Q3 | $15.1K | Hold |
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|
2023
Q2 | $15.8K | Hold |
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|
2023
Q1 | $15.6K | Buy |
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|
2022
Q4 | $5.67K | Sell |
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|
2022
Q3 | $864K | Sell |
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|
2022
Q2 | $999K | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $67K | Buy |
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