Apollon Wealth Management’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-14,251
| Closed | -$983K | – | 974 |
|
2023
Q1 | $983K | Buy |
14,251
+2,280
| +19% | +$157K | 0.06% | 334 |
|
2022
Q4 | $841K | Buy |
+11,971
| New | +$841K | 0.06% | 352 |
|
2022
Q1 | – | Sell |
-12,643
| Closed | -$1.01M | – | 793 |
|
2021
Q4 | $1.01M | Buy |
+12,643
| New | +$1.01M | 0.08% | 271 |
|
2020
Q3 | – | Sell |
-126
| Closed | -$7K | – | 425 |
|
2020
Q2 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 529 |
|