WJ Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,456
| Closed | -$513K | – | 86 |
|
|
2024
Q2 | $513K | Sell |
15,456
-4,190
| -21% | -$139K | 0.19% | 57 |
|
|
2024
Q1 | $675K | Sell |
19,646
-4,570
| -19% | -$157K | 0.27% | 48 |
|
|
2023
Q4 | $835K | Sell |
24,216
-382
| -2% | -$13.2K | 0.36% | 41 |
|
|
2023
Q3 | $751K | Buy |
24,598
+1,092
| +5% | +$33.4K | 0.36% | 35 |
|
|
2023
Q2 | $777K | Sell |
23,506
-36,181
| -61% | -$1.2M | 0.37% | 35 |
|
|
2023
Q1 | $1.87M | Buy |
+59,687
| New | +$1.87M | 1.27% | 20 |
|