Atria Wealth Solutions’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,016
| Closed | -$285K | – | 1914 |
|
|
2024
Q4 | $285K | Buy |
+2,016
| New | +$285K | ﹤0.01% | 1558 |
|
|
2024
Q2 | – | Sell |
-6,824
| Closed | -$953K | – | 1951 |
|
|
2024
Q1 | $953K | Buy |
6,824
+2,957
| +76% | +$413K | 0.01% | 927 |
|
|
2023
Q4 | $493K | Buy |
3,867
+1,060
| +38% | +$135K | 0.01% | 1210 |
|
|
2023
Q3 | $317K | Sell |
2,807
-5,105
| -65% | -$577K | ﹤0.01% | 1379 |
|
|
2023
Q2 | $951K | Buy |
7,912
+1,175
| +17% | +$141K | 0.01% | 853 |
|
|
2023
Q1 | $769K | Sell |
6,737
-680
| -9% | -$77.6K | 0.01% | 915 |
|
|
2022
Q4 | $790K | Sell |
7,417
-87
| -1% | -$9.26K | 0.01% | 864 |
|
|
2022
Q3 | $675K | Sell |
7,504
-300
| -4% | -$27K | 0.01% | 874 |
|
|
2022
Q2 | $750K | Sell |
7,804
-150
| -2% | -$14.4K | 0.01% | 792 |
|
|
2022
Q1 | $923K | Buy |
+7,954
| New | +$923K | 0.02% | 769 |
|