Avantax Planning Partners’s iShares Global Industrials ETF EXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $727K | Hold |
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|
2025
Q2 | $696K | Hold |
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|
2025
Q1 | $611K | Hold |
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|
2024
Q4 | $594K | Hold |
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|
2024
Q3 | $626K | Hold |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $588K | Hold |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $468K | Hold |
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|
2022
Q4 | $437K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $506K | Hold |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $597K | Hold |
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|
2021
Q1 | $580K | Hold |
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|
2020
Q4 | $534K | Buy |
|