Accel Wealth Management’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-259
| Closed | -$21.7K | – | 609 |
|
|
2023
Q1 | $21.7K | Hold |
259
| – | – | 0.01% | 686 |
|
|
2022
Q4 | $20.4K | Hold |
259
| – | – | 0.01% | 540 |
|
|
2022
Q3 | $19K | Hold |
259
| – | – | 0.01% | 574 |
|
|
2022
Q2 | $18K | Hold |
259
| – | – | 0.01% | 575 |
|
|
2022
Q1 | $25K | Hold |
259
| – | – | 0.01% | 506 |
|
|
2021
Q4 | $23K | Hold |
259
| – | – | 0.01% | 542 |
|
|
2021
Q3 | $22K | Hold |
259
| – | – | 0.01% | 483 |
|
|
2021
Q2 | $24K | Hold |
259
| – | – | 0.02% | 496 |
|
|
2021
Q1 | $22K | Hold |
259
| – | – | 0.02% | 483 |
|
|
2020
Q4 | $21K | Buy |
+259
| New | +$21K | 0.02% | 479 |
|