Avantax Planning Partners’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
Q2 | $696K | Hold |
4,206
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $611K | Hold |
4,206
| – | – | 0.02% | 228 |
|
|
2024
Q4 | $594K | Hold |
4,206
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $626K | Hold |
4,206
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $568K | Hold |
4,206
| – | – | 0.02% | 269 |
|
|
2024
Q1 | $588K | Hold |
4,206
| – | – | 0.02% | 269 |
|
|
2023
Q4 | $536K | Hold |
4,206
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $475K | Hold |
4,206
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $506K | Buy |
4,206
+106
| +3% | +$12.7K | 0.02% | 235 |
|
|
2023
Q1 | $468K | Hold |
4,100
| – | – | 0.02% | 238 |
|
|
2022
Q4 | $437K | Hold |
4,100
| – | – | 0.02% | 246 |
|
|
2022
Q3 | $369K | Hold |
4,100
| – | – | 0.02% | 253 |
|
|
2022
Q2 | $394K | Hold |
4,100
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $476K | Hold |
4,100
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $506K | Hold |
4,100
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $482K | Sell |
4,100
-900
| -18% | -$106K | 0.02% | 203 |
|
|
2021
Q2 | $597K | Hold |
5,000
| – | – | 0.03% | 180 |
|
|
2021
Q1 | $580K | Hold |
5,000
| – | – | 0.03% | 175 |
|
|
2020
Q4 | $534K | Buy |
+5,000
| New | +$534K | 0.03% | 174 |
|