Aspire 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
Q3 | – | Sell |
-69
| Closed | -$4.94K | – | 189 |
|
|
2023
Q2 | $4.94K | Hold |
69
| – | – | ﹤0.01% | 172 |
|
|
2023
Q1 | $4.76K | Sell |
69
-1
| -1% | -$69 | ﹤0.01% | 170 |
|
|
2022
Q4 | $4.89K | Hold |
70
| – | – | ﹤0.01% | 172 |
|
|
2022
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $5K | Sell |
70
-3
| -4% | -$214 | ﹤0.01% | 162 |
|
|
2022
Q1 | $6K | Sell |
73
-2,458
| -97% | -$202K | ﹤0.01% | 158 |
|
|
2021
Q4 | $203K | Buy |
+2,531
| New | +$203K | 0.16% | 85 |
|