What are my most active holdings by number of transactions?
A transaction question asks what was bought, sold or paid, and when. The answer reads the transaction history itself, which is also what every other figure on this site is ultimately built from.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are your most active holdings by number of transactions (highest first). The table lists the asset and how many transactions Floreo recorded for it.
| Asset | Transactions |
|---|---|
| iShares Core MSCI World UCITS ETF | 8 |
| iShares Core MSCI EM IMI UCITS ETF USD (Acc) | 3 |
| Microsoft Corp. | 2 |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 2 |
| Deutsche Lufthansa AG | 2 |
| Apple Inc. | 2 |
| Xtrackers MSCI USA UCITS ETF 1C | 1 |
| Gold | 1 |
| MasterCard Inc. | 1 |
| Bitcoin | 1 |
This list comes from your transaction history since 12/05/2021 and counts buys, deposits and dividends as inflows and sells/withdrawals as outflows.
This page in other languages
Related questions
See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.